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
$1.45B
AUM Growth
-$73.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1 +$25.1M
2 +$14.7M
3 +$9.82M
4
UBER icon
Uber
UBER
+$2.88M
5
BND icon
Vanguard Total Bond Market
BND
+$2.64M

Top Sells

1 +$23.8M
2 +$13M
3 +$6.77M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$6.56M
5
AMCR icon
Amcor
AMCR
+$3.31M

Sector Composition

1 Technology 10.52%
2 Financials 5.64%
3 Healthcare 3.85%
4 Consumer Discretionary 3.18%
5 Communication Services 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-3,841
252
-3,085