LT
Legacy Trust Portfolio holdings
AUM
$408M
1-Year Est. Return
18.34%
1 Year Est. Return
+18.34%
AUM
$415M
AUM Growth
-$16M
(-3.7%)
Holding
163
Top Buys
| 1 | +$1.07M | |
| 2 | +$738K | |
| 3 | +$402K | |
| 4 |
Lennar Class A
LEN
|
+$363K |
| 5 |
EOG Resources
EOG
|
+$305K |
Top Sells
| 1 | +$625K | |
| 2 | +$538K | |
| 3 | +$221K | |
| 4 |
JB Hunt Transport Services
JBHT
|
+$210K |
| 5 |
Vanguard Mega Cap Growth ETF
MGK
|
+$207K |
Sector Composition
| 1 | Technology | 19% |
| 2 | Financials | 13.76% |
| 3 | Consumer Discretionary | 9.95% |
| 4 | Healthcare | 9.29% |
| 5 | Industrials | 9.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares Russell 2000 ETF
IWM
$69.9B
| $6.22M | 1.5% |
31,188
+788
|
|
||
27
Cummins
CMI
$56.7B
| $6.21M | 1.5% |
19,798
+165
|
|
||
28
Intuitive Surgical
ISRG
$160B
| $5.94M | 1.43% |
11,999
-143
|
|
||
29
Expedia Group
EXPE
$26.6B
| $5.76M | 1.39% |
34,287
-42
|
|
||
30
Take-Two Interactive
TTWO
$48.2B
| $5.36M | 1.29% |
25,879
+107
|
|
||
31
DuPont de Nemours
DD
$33.3B
| $4.93M | 1.19% |
65,960
+1,370
|
|
||
32
iShares Russell 1000 Growth ETF
IWF
$122B
| $4.42M | 1.07% |
12,242
-7
|
|
||
33
Chewy
CHWY
$15.5B
| $4.19M | 1.01% |
128,884
+861
|
|
||
34
Ally Financial
ALLY
$12.3B
| $4.02M | 0.97% |
110,361
+2,641
|
|
||
|
35
EOG Resources
EOG
$58B
| $3.73M | 0.9% |
29,062
+2,375
|
|
||
36
PayPal
PYPL
$64.4B
| $3.58M | 0.86% |
54,834
+202
|
|
||
37
Walt Disney
DIS
$199B
| $3.52M | 0.85% |
35,642
+357
|
|
||
38
Wynn Resorts
WYNN
$12.2B
| $3.44M | 0.83% |
41,219
+755
|
|
||
39
lululemon athletica
LULU
$19.9B
| $3.36M | 0.81% |
11,881
+104
|
|
||
40
NVIDIA
NVDA
$4.46T
| $3.08M | 0.74% |
28,399
+86
|
|
||
41
iShares Core MSCI EAFE ETF
IEFA
$157B
| $3.07M | 0.74% |
40,585
+1,005
|
|
||
42
Incyte
INCY
$17.1B
| $3.04M | 0.73% |
50,231
+780
|
|
||
43
Home Depot
HD
$390B
| $3.04M | 0.73% |
8,283
-100
|
|
||
44
Albemarle
ALB
$10.9B
| $3.02M | 0.73% |
41,976
+1,372
|
|
||
45
iShares MSCI EAFE ETF
EFA
$68.2B
| $2.96M | 0.71% |
36,269
+1,341
|
|
||
46
Uber
UBER
$192B
| $2.95M | 0.71% |
40,442
+3,650
|
|
||
47
Oracle
ORCL
$830B
| $2.76M | 0.67% |
19,757
+36
|
|
||
48
US Bancorp
USB
$71.1B
| $2.74M | 0.66% |
65,007
+1,560
|
|
||
49
SBA Communications
SBAC
$21.1B
| $2.66M | 0.64% |
12,074
+1,245
|
|
||
50
Roper Technologies
ROP
$54.3B
| $2.55M | 0.61% |
4,326
|
|