LPT

Legacy Private Trust Portfolio holdings

AUM $1.7B
1-Year Est. Return 17.76%
This Quarter Est. Return
1 Year Est. Return
+17.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$908M
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$10.8M
3
+$7.64M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$6.82M
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$6.58M

Top Sells

1
+$34.4M
2
+$9.99M
3
+$8.44M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$8.14M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.12M

Sector Composition

1 Technology 8.49%
2 Healthcare 5.55%
3 Financials 4.67%
4 Consumer Staples 3.47%
5 Communication Services 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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