LPT
Legacy Private Trust Portfolio holdings
AUM
$1.55B
1-Year Return
14.77%
This Quarter Return
+5.88%
1 Year Return
+14.77%
3 Year Return
+56.77%
5 Year Return
+80.65%
10 Year Return
+163%
AUM
$1.19B
AUM Growth
+$77.3M
(+7%)
Cap. Flow
+$15.1M
Cap. Flow
% of AUM
1.27%
Top 10 Holdings %
Top 10 Hldgs %
34.71%
Holding
224
New
9
Increased
60
Reduced
122
Closed
–
Top Buys
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$8.88M |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
$8.19M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$8.09M |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$4.96M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$4.33M |
Top Sells
Sector Composition
| 1 | Technology | 7.76% |
| 2 | Financials | 4.8% |
| 3 | Healthcare | 4.48% |
| 4 | Consumer Staples | 3.26% |
| 5 | Communication Services | 3.08% |
