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
$1.17B
AUM Growth
+$66.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1 +$22.8M
2 +$19.8M
3 +$7.39M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$7.15M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$5.5M

Sector Composition

1 Technology 8.42%
2 Healthcare 5.03%
3 Financials 4.82%
4 Consumer Staples 3.05%
5 Consumer Discretionary 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-22,600
227
-2,640
228
-9,522
229
-1,770
230
-3,369
231
-2,701
232
-3,120