LPT
Legacy Private Trust Portfolio holdings
AUM
$1.67B
1-Year Est. Return
16.44%
1 Year Est. Return
+16.44%
AUM
$1.67B
AUM Growth
+$123M
(+8%)
Holding
259
Top Buys
| 1 | +$24.4M | |
| 2 | +$3.57M | |
| 3 | +$3.1M | |
| 4 |
JPMorgan Chase
JPM
|
+$3.06M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$2.25M |
Top Sells
| 1 | +$17M | |
| 2 | +$5.5M | |
| 3 | +$4.35M | |
| 4 |
Overlay Shares Large Cap Equity ETF
OVL
|
+$2.69M |
| 5 |
Adobe
ADBE
|
+$1.63M |
Sector Composition
| 1 | Technology | 12.1% |
| 2 | Financials | 5.93% |
| 3 | Communication Services | 3.43% |
| 4 | Healthcare | 3.39% |
| 5 | Consumer Discretionary | 3.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$557M
| $202K | 0.01% |
7,870
|
|
||
252
Akebia Therapeutics
AKBA
$430M
| $33.4K | ﹤0.01% |
12,250
|
|
||
253
Neumora Therapeutics
NMRA
$314M
| $25.5K | ﹤0.01% |
+14,000
|
|
||
254
Fidelity National Information Services
FIS
$34.5B
| – | – |
-2,500
|
|
||
255
iShares International Select Dividend ETF
IDV
$6.46B
| – | – |
-7,275
|
|
||
256
Nike
NKE
$99.2B
| – | – |
-2,848
|
|