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
51
$2.71M 0.67%
44,668
+7,769
52
$2.47M 0.61%
12,584
-1,110
53
$2.46M 0.61%
4,366
+1
54
$2.42M 0.6%
13,948
-23
55
$2.42M 0.6%
4,351
-895
56
$2.41M 0.6%
88,290
+8,273
57
$2.35M 0.58%
30,004
+950
58
$2.01M 0.5%
8,463
59
$1.94M 0.48%
3,508
-9
60
$1.87M 0.46%
10,177
-347
61
$1.85M 0.46%
43,462
+100
62
$1.68M 0.42%
10,192
-4
63
$1.64M 0.41%
4,041
64
$1.62M 0.4%
37,515
+3
65
$1.54M 0.38%
18,990
-65
66
$1.48M 0.37%
16,024
-75
67
$1.2M 0.3%
4,038
-200
68
$1.14M 0.28%
7,285
-219
69
$1.11M 0.28%
14,271
-214
70
$1.1M 0.27%
1,219
+33
71
$1.06M 0.26%
7,112
-47
72
$1.01M 0.25%
14,214
+126
73
$944K 0.23%
19,096
74
$929K 0.23%
7,679
+1,450
75
$896K 0.22%
7,784
-342
1 2
3
4 5