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LPT
Legacy Private Trust Portfolio holdings
AUM
$1.62B
1-Year Est. Return
17.53%
This Fund
S&P 500
This Quarter
Est. Return
-2.56%
1 Year Est. Return
+17.53%
3 Year Est. Return
+54.92%
5 Year Est. Return
+56.62%
10 Year Est. Return
+174.99%
AUM
$1.62B
AUM Growth
-$79M
(-4.7%)
Cap. Flow
-$27.2M
Cap. Flow
% of AUM
-1.68%
Top 10 Holdings %
Top 10 Hldgs %
45.45%
Holding
269
New
11
Increased
55
Reduced
144
Closed
12
Top Buys
| 1 |
Eli Lilly
LLY
|
+$3.59M |
| 2 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$2.31M |
| 3 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$2.06M |
| 4 |
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
|
+$1.93M |
| 5 |
Salesforce
CRM
|
+$1.9M |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$3.08M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
+$2.51M |
| 3 |
iShares Core S&P US Growth ETF
IUSG
|
+$2.4M |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$2.01M |
| 5 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
+$1.82M |
Sector Composition
| 1 | Technology | 10.78% |
| 2 | Financials | 5.82% |
| 3 | Healthcare | 3.63% |
| 4 | Communication Services | 3.55% |
| 5 | Consumer Discretionary | 3.05% |
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