LPT

Legacy Private Trust Portfolio holdings

AUM $1.7B
1-Year Est. Return 17.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$737M
AUM Growth
+$948K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Sells

1 +$16.6M
2 +$14.8M
3 +$9.85M
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$8.31M
5
RWR icon
State Street SPDR Dow Jones REIT ETF
RWR
+$7.88M

Sector Composition

1 Financials 10.12%
2 Consumer Staples 8.69%
3 Technology 7.51%
4 Healthcare 6.01%
5 Industrials 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-10,026
252
-20,667