LT

Legacy Trust Portfolio holdings

AUM $507M
1-Year Est. Return 20.61%
This Quarter Est. Return
1 Year Est. Return
+20.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$402M
AUM Growth
+$1.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$621K
3
+$600K
4
PYPL icon
PayPal
PYPL
+$510K
5
INCY icon
Incyte
INCY
+$471K

Top Sells

1
+$3.28M
2
+$1.12M
3
+$754K
4
COST icon
Costco
COST
+$724K
5
AAPL icon
Apple
AAPL
+$718K

Sector Composition

1 Technology 21.72%
2 Financials 12.18%
3 Consumer Discretionary 11.22%
4 Healthcare 9.29%
5 Industrials 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.68M 1.41%
38,891
-386
27
$5.39M 1.34%
53,703
-1,240
28
$5.31M 1.32%
19,192
+770
29
$5.28M 1.31%
11,861
-366
30
$4.91M 1.22%
145,886
+13,413
31
$4.69M 1.17%
12,871
32
$4.34M 1.08%
109,279
+11,705
33
$4.23M 1.05%
33,603
+4,927
34
$3.93M 0.98%
16,296
+1,260
35
$3.65M 0.91%
29,539
+1,149
36
$3.59M 0.89%
23,103
+2,530
37
$3.58M 0.89%
47,461
-1,156
38
$3.54M 0.88%
37,068
+2,254
39
$3.46M 0.86%
102,513
40
$3.45M 0.86%
38,502
-715
41
$3.37M 0.84%
33,976
+6,038
42
$3.28M 0.82%
10,983
+300
43
$3.2M 0.8%
80,624
-5,029
44
$3.19M 0.79%
4,861
45
$3.17M 0.79%
54,640
+8,787
46
$2.91M 0.72%
+40,056
47
$2.88M 0.72%
39,580
+120
48
$2.83M 0.7%
5,214
49
$2.82M 0.7%
8,190
+87
50
$2.73M 0.68%
19,303
+5
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