LPT

Legacy Private Trust Portfolio holdings

AUM $1.67B
1-Year Est. Return 16.44%
This Quarter Est. Return
1 Year Est. Return
+16.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$736M
AUM Growth
+$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$9.31M
2
+$9.13M
3
+$8.78M
4
SHV icon
iShares Trust iShares 0-1 Year Treasury Bond ETF
SHV
+$7.06M
5
AMZN icon
Amazon
AMZN
+$5.48M

Top Sells

1
+$9.73M
2
+$4.59M
3
+$4.3M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$3.9M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$3.6M

Sector Composition

1 Consumer Staples 9.57%
2 Financials 8.96%
3 Healthcare 6.54%
4 Technology 6.36%
5 Industrials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$202K 0.03%
900
227
$189K 0.03%
+6,481
228
$182K 0.02%
15,100
-17,139
229
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-5,443
230
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-3,701
231
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-3,902
232
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-8,240
233
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-6,270
234
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-920
235
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-1,943
236
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-20,700
237
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-8,010
238
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-12,534
239
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-4,510
240
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-3,660
241
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-5,331
242
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-8,505
243
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-11,568
244
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-7,846
245
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-4,000
246
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-7,843
6 7 8 9
10