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
51
$2.26M 0.67%
23,588
+1,595
52
$2.2M 0.66%
22,014
+2,237
53
$2.1M 0.63%
17,609
+2,095
54
$2.09M 0.62%
5,431
-39
55
$2M 0.6%
78,618
+7,993
56
$2M 0.6%
4,534
-136
57
$1.93M 0.58%
10,594
-179
58
$1.91M 0.57%
18,374
-540
59
$1.86M 0.56%
26,064
+717
60
$1.86M 0.55%
19,991
-500
61
$1.85M 0.55%
27,675
62
$1.8M 0.54%
25,750
+935
63
$1.77M 0.53%
45,011
-1,138
64
$1.64M 0.49%
7,278
-825
65
$1.46M 0.43%
8,809
-65
66
$1.43M 0.43%
10,225
-23,122
67
$1.38M 0.41%
4,474
-37
68
$1.35M 0.4%
16,299
-299
69
$1.24M 0.37%
11,953
-192
70
$1.11M 0.33%
14,372
71
$1.07M 0.32%
38,690
-1,050
72
$1.07M 0.32%
4,434
-51
73
$1.02M 0.3%
12,885
74
$950K 0.28%
29,071
75
$911K 0.27%
3,988
-150
1 2
3
4 5