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
$663M
AUM Growth
+$5.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1 +$3.88M
2 +$3.82M
3 +$3.4M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.39M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.25M

Top Sells

1 +$4.51M
2 +$4.48M
3 +$4.37M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$3.88M
5
VTV icon
Vanguard Value ETF
VTV
+$3.33M

Sector Composition

1 Consumer Staples 10.61%
2 Financials 9.79%
3 Healthcare 6.87%
4 Technology 5.75%
5 Industrials 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-6,030
252
-8,787