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
$655M
AUM Growth
+$7.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$7.72M
2
+$7.7M
3
+$7.61M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$7.39M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$6.07M

Top Sells

1
+$19M
2
+$10.8M
3
+$5.94M
4
VQT
iPath S&P VEQTOR ETN
VQT
+$5.44M
5
FM
iShares Frontier and Select EM ETF
FM
+$4.7M

Sector Composition

1 Financials 10.54%
2 Consumer Staples 8.43%
3 Healthcare 6.82%
4 Technology 5.52%
5 Energy 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$177K 0.03%
17,670
-2,510
252
$75K 0.01%
10,950
253
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