LPT
Legacy Private Trust Portfolio holdings
AUM
$1.55B
This Quarter Return
-5.03%
1 Year Return
+14.77%
3 Year Return
+56.77%
5 Year Return
+80.65%
10 Year Return
+163%
AUM
$1.29B
AUM Growth
-$44.5M
(-3.3%)
Cap. Flow
+$29.7M
Cap. Flow
% of AUM
2.31%
Top 10 Holdings %
Top 10 Hldgs %
37.02%
Holding
247
New
15
Increased
91
Reduced
107
Closed
10
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$22.8M |
| 2 |
Vanguard Value ETF
VTV
|
$12.4M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$7M |
| 4 |
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
|
$5.22M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$5.03M |
Top Sells
Sector Composition
| 1 | Technology | 8.54% |
| 2 | Healthcare | 4.99% |
| 3 | Financials | 4.73% |
| 4 | Consumer Staples | 3.06% |
| 5 | Communication Services | 2.75% |
