LPT
Legacy Private Trust Portfolio holdings
AUM
$1.55B
This Quarter Return
+2.32%
1 Year Return
+14.77%
3 Year Return
+56.77%
5 Year Return
+80.65%
10 Year Return
+163%
AUM
$682M
AUM Growth
+$682M
(-0.02%)
Cap. Flow
-$6.43M
Cap. Flow
% of AUM
-0.94%
Top 10 Holdings %
Top 10 Hldgs %
27.86%
Holding
270
New
17
Increased
73
Reduced
127
Closed
26
Top Buys
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$8.45M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$7.05M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$4.97M |
| 4 |
Vanguard Growth ETF
VUG
|
$4.64M |
| 5 |
iShares US Financial Services ETF
IYG
|
$4.57M |
Sector Composition
| 1 | Financials | 10.66% |
| 2 | Healthcare | 8.53% |
| 3 | Consumer Staples | 8.32% |
| 4 | Technology | 5.69% |
| 5 | Consumer Discretionary | 3.28% |
