LPT
Legacy Private Trust Portfolio holdings
AUM
$1.55B
This Quarter Return
+2.84%
1 Year Return
+14.77%
3 Year Return
+56.77%
5 Year Return
+80.65%
10 Year Return
+163%
AUM
$790M
AUM Growth
+$790M
(+1.5%)
Cap. Flow
-$3.32M
Cap. Flow
% of AUM
-0.42%
Top 10 Holdings %
Top 10 Hldgs %
34.28%
Holding
255
New
16
Increased
55
Reduced
128
Closed
25
Top Buys
| 1 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$28.5M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$17.9M |
| 3 |
ProShares Large Cap Core Plus
CSM
|
$17.7M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$8.74M |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
$7.81M |
Top Sells
Sector Composition
| 1 | Technology | 8% |
| 2 | Financials | 7.85% |
| 3 | Consumer Staples | 7.78% |
| 4 | Healthcare | 5.2% |
| 5 | Industrials | 3.72% |