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
$473M
AUM Growth
+$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1 +$19.2M
2 +$17.8M
3 +$17M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$9.49M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$6.7M

Sector Composition

1 Financials 8.65%
2 Consumer Staples 7.95%
3 Healthcare 4.76%
4 Technology 3.75%
5 Industrials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-2,501
202
-19,330