LPT
Legacy Private Trust Portfolio holdings
AUM
$1.55B
1-Year Return
14.77%
This Quarter Return
-0.62%
1 Year Return
+14.77%
3 Year Return
+56.77%
5 Year Return
+80.65%
10 Year Return
+163%
AUM
$1.24B
AUM Growth
+$49.5M
(+4.2%)
Cap. Flow
+$59.4M
Cap. Flow
% of AUM
4.81%
Top 10 Holdings %
Top 10 Hldgs %
35.7%
Holding
231
New
7
Increased
82
Reduced
87
Closed
5
Top Buys
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$15.5M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$12M |
| 3 |
iShares MSCI ACWI ex US ETF
ACWX
|
$6.82M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$6.45M |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
$4.39M |
Top Sells
Sector Composition
| 1 | Technology | 7.84% |
| 2 | Financials | 4.95% |
| 3 | Healthcare | 4.5% |
| 4 | Communication Services | 3.16% |
| 5 | Consumer Staples | 3.12% |
