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
$894M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1 +$18.6M
2 +$14M
3 +$4.66M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$4.48M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.71M

Sector Composition

1 Technology 7.54%
2 Financials 7.02%
3 Healthcare 4.94%
4 Consumer Staples 3.85%
5 Communication Services 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-2,530
227
-9,670
228
-2,772
229
-8,133
230
-950
231
-15,919
232
-8,235