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
$1.24B
AUM Growth
+$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$12M
3
+$6.82M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.45M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$4.39M

Top Sells

1
+$15M
2
+$1.73M
3
+$1.58M
4
SWAN icon
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
+$1.38M
5
LLY icon
Eli Lilly
LLY
+$868K

Sector Composition

1 Technology 7.84%
2 Financials 4.95%
3 Healthcare 4.5%
4 Communication Services 3.16%
5 Consumer Staples 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-3,800
227
– –
-2,700
228
– –
-5,403
229
– –
-3,170
6 7 8 9
10