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LPT
Legacy Private Trust Portfolio holdings
AUM
$1.62B
1-Year Est. Return
17.53%
This Fund
S&P 500
1 Year Est. Return
+17.53%
AUM
$790M
AUM Growth
+$12M
(+1.5%)
Holding
255
Top Buys
| 1 | +$28.2M | |
| 2 | +$17.7M | |
| 3 | +$17.5M | |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$8.68M |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
+$7.72M |
Top Sells
| 1 | +$19.5M | |
| 2 | +$9.24M | |
| 3 | +$7.45M | |
| 4 |
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
|
+$7.04M |
| 5 |
iShares 0-1 Year Treasury Bond ETF
SHV
|
+$5.77M |
Sector Composition
| 1 | Technology | 8% |
| 2 | Consumer Staples | 7.78% |
| 3 | Financials | 7.68% |
| 4 | Healthcare | 5.2% |
| 5 | Industrials | 3.72% |