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LPT
Legacy Private Trust Portfolio holdings
AUM
$1.62B
1-Year Est. Return
17.53%
This Fund
S&P 500
This Quarter
Est. Return
+2.92%
1 Year Est. Return
+17.53%
3 Year Est. Return
+54.92%
5 Year Est. Return
+56.62%
10 Year Est. Return
+174.99%
AUM
$573M
AUM Growth
+$26.1M
(+4.8%)
Cap. Flow
+$15.1M
Cap. Flow
% of AUM
2.64%
Top 10 Holdings %
Top 10 Hldgs %
36.24%
Holding
223
New
25
Increased
94
Reduced
70
Closed
15
Top Buys
| 1 |
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
|
+$26.6M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$10.6M |
| 3 |
Vanguard Total Bond Market
BND
|
+$9.76M |
| 4 |
Invesco DB Agriculture Fund
DBA
|
+$4.89M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$4.35M |
Top Sells
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$15M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
+$11.8M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$8.37M |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$5.31M |
| 5 |
Vanguard Value ETF
VTV
|
+$4.25M |
Sector Composition
| 1 | Consumer Staples | 9.86% |
| 2 | Financials | 9.2% |
| 3 | Healthcare | 5.27% |
| 4 | Technology | 3.81% |
| 5 | Industrials | 3.52% |
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