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
51
$2.53M 0.7%
37,877
+1,494
52
$2.39M 0.66%
20,036
+45
53
$2.3M 0.63%
5,183
+7
54
$2.22M 0.61%
82,201
+3,583
55
$2.15M 0.59%
4,481
-53
56
$2.09M 0.57%
3,997
-2
57
$2.08M 0.57%
23,347
+1,333
58
$2M 0.55%
29,585
+1,910
59
$1.96M 0.54%
10,594
60
$1.9M 0.52%
26,140
+76
61
$1.82M 0.5%
7,478
+200
62
$1.81M 0.5%
18,284
-90
63
$1.79M 0.49%
24,450
-1,300
64
$1.78M 0.49%
45,091
+80
65
$1.68M 0.46%
9,016
+207
66
$1.64M 0.45%
38,880
+190
67
$1.54M 0.42%
16,305
+6
68
$1.53M 0.42%
4,481
+7
69
$1.44M 0.4%
11,910
-43
70
$1.25M 0.34%
12,885
71
$1.14M 0.32%
9,754
-471
72
$1.05M 0.29%
14,115
-257
73
$1.04M 0.29%
4,677
+243
74
$972K 0.27%
29,071
75
$932K 0.26%
3,761
-227
1 2
3
4 5