LT

Legacy Trust Portfolio holdings

AUM $408M
1-Year Est. Return 18.34%
This Quarter Est. Return
1 Year Est. Return
+18.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$336M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.89M
3
+$385K
4
AMZN icon
Amazon
AMZN
+$328K
5
CVX icon
Chevron
CVX
+$285K

Top Sells

1
+$16.9M
2
+$3.23M
3
+$2.53M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$516K
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$450K

Sector Composition

1 Technology 20.45%
2 Consumer Discretionary 11.56%
3 Financials 10.99%
4 Healthcare 10.96%
5 Industrials 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.68M 1.39%
59,684
-1,355
27
$4.67M 1.39%
13,972
-105
28
$4.25M 1.26%
17,772
-144
29
$4.08M 1.22%
43,866
+556
30
$4.06M 1.21%
56,162
-220
31
$3.6M 1.07%
+9,885
32
$3.56M 1.06%
31,849
-795
33
$3.56M 1.06%
16,794
-87
34
$3.53M 1.05%
25,043
-120,000
35
$3.51M 1.05%
48,898
+204
36
$3.07M 0.91%
29,731
+3,171
37
$3.07M 0.91%
85,087
+639
38
$2.99M 0.89%
106,734
+88
39
$2.94M 0.87%
6,587
+261
40
$2.89M 0.86%
+11,312
41
$2.77M 0.83%
11,339
-755
42
$2.77M 0.82%
128,029
-1,785
43
$2.76M 0.82%
36,383
+1,935
44
$2.68M 0.8%
71,678
+2,234
45
$2.61M 0.78%
40,612
-773
46
$2.57M 0.77%
26,485
+500
47
$2.48M 0.74%
8,409
-5
48
$2.47M 0.73%
14,817
+704
49
$2.38M 0.71%
5,176
50
$2.3M 0.69%
3,999
-43
1
2
3 4 5