LPT
Legacy Private Trust Portfolio holdings
AUM
$1.67B
1-Year Est. Return
16.44%
1 Year Est. Return
+16.44%
AUM
$1.55B
AUM Growth
+$93.2M
(+6.4%)
Holding
260
Top Buys
| 1 | +$4.81M | |
| 2 | +$4.26M | |
| 3 | +$3.22M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$2.78M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$2.44M |
Top Sells
| 1 | +$11.4M | |
| 2 | +$9.97M | |
| 3 | +$8.38M | |
| 4 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
+$3.63M |
| 5 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
+$2.61M |
Sector Composition
| 1 | Technology | 11.37% |
| 2 | Financials | 5.78% |
| 3 | Healthcare | 3.3% |
| 4 | Consumer Discretionary | 3.26% |
| 5 | Communication Services | 3.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Neumora Therapeutics
NMRA
$355M
| – | – |
-12,000
|
|
||
252
Pfizer
PFE
$147B
| – | – |
-14,366
|
|
||
253
iShares 1-3 Year Treasury Bond ETF
SHY
$23.8B
| – | – |
-2,856
|
|
||
254
iShares 20+ Year Treasury Bond ETF
TLT
$48.7B
| – | – |
-2,273
|
|
||
255
Vanguard Small-Cap ETF
VB
$70.9B
| – | – |
-1,780
|
|
||
|
CRTDW
256
DELISTED
Creatd Inc. Warrant
CRTDW
| – | – |
-148,291
|
|