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
$822M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Sells

1 +$5.31M
2 +$4.27M
3 +$3.45M
4
MLPA icon
Global X MLP ETF
MLPA
+$3.26M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$3.23M

Sector Composition

1 Technology 7.9%
2 Financials 7.55%
3 Consumer Staples 6.98%
4 Healthcare 5.12%
5 Industrials 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-73,779