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
$363M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$395K
2
+$357K
3
+$327K
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$246K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$245K

Top Sells

1
+$629K
2
+$321K
3
+$290K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$267K
5
AAPL icon
Apple
AAPL
+$266K

Sector Composition

1 Technology 21.99%
2 Consumer Discretionary 11.63%
3 Financials 10.56%
4 Healthcare 10.38%
5 Industrials 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.92M 1.36%
17,141
+347
27
$4.62M 1.27%
41,899
+1,429
28
$4.6M 1.27%
38,667
+674
29
$4.57M 1.26%
45,245
+1,379
30
$4.46M 1.23%
18,210
+438
31
$4.2M 1.16%
32,242
+2,511
32
$3.92M 1.08%
11,453
+141
33
$3.87M 1.07%
10,215
+330
34
$3.6M 0.99%
50,332
+1,434
35
$3.5M 0.97%
131,341
+3,312
36
$3.42M 0.94%
32,381
+532
37
$3.28M 0.9%
52,635
-3,527
38
$3.27M 0.9%
25,043
39
$3.2M 0.88%
11,639
+300
40
$3.11M 0.86%
106,339
-395
41
$3.02M 0.83%
6,593
+6
42
$3M 0.83%
75,946
+4,268
43
$2.94M 0.81%
26,881
+396
44
$2.92M 0.8%
88,339
+3,252
45
$2.81M 0.77%
42,111
+1,499
46
$2.67M 0.73%
18,116
+507
47
$2.64M 0.73%
5,406
-25
48
$2.61M 0.72%
8,413
+4
49
$2.56M 0.71%
24,147
+559
50
$2.54M 0.7%
14,760
-57
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