LPT

Legacy Private Trust Portfolio holdings

AUM $1.7B
1-Year Est. Return 17.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$688M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$8.73M
3
+$7.87M
4
RWR icon
State Street SPDR Dow Jones REIT ETF
RWR
+$6.06M
5
PXF icon
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
+$4.25M

Top Sells

1
+$7.81M
2
+$7.58M
3
+$6.17M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.96M
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$5.85M

Sector Composition

1 Consumer Staples 10.51%
2 Financials 9.41%
3 Healthcare 6.66%
4 Technology 6.18%
5 Industrials 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
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