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
$435M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$1.1M
3
+$827K
4
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$818K
5
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$660K

Top Sells

1
+$3.9M
2
+$516K
3
+$445K
4
URI icon
United Rentals
URI
+$282K
5
ONB icon
Old National Bancorp
ONB
+$261K

Sector Composition

1 Technology 20.18%
2 Financials 12.34%
3 Consumer Discretionary 10.69%
4 Industrials 9.87%
5 Healthcare 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.99M 0.69%
4,816
-45
52
$2.97M 0.68%
10,940
-43
53
$2.72M 0.62%
5,231
+17
54
$2.72M 0.62%
13,902
-46
55
$2.48M 0.57%
29,669
-335
56
$2.42M 0.55%
4,341
-25
57
$2.37M 0.54%
20,121
-33,203
58
$2.25M 0.52%
4,342
-9
59
$2.21M 0.51%
48,172
+4,710
60
$2.19M 0.5%
3,533
+25
61
$2.15M 0.49%
8,435
-28
62
$2.14M 0.49%
43,576
+6,061
63
$1.93M 0.44%
4,186
+145
64
$1.79M 0.41%
10,550
+358
65
$1.69M 0.39%
10,089
-88
66
$1.67M 0.38%
18,990
67
$1.44M 0.33%
14,784
+513
68
$1.27M 0.29%
4,035
-3
69
$1.26M 0.29%
7,006
-106
70
$1.24M 0.28%
14,662
+448
71
$1.2M 0.28%
1,357
+138
72
$1.04M 0.24%
7,679
73
$1.01M 0.23%
7,474
+189
74
$1.01M 0.23%
19,096
75
$997K 0.23%
15,101
-923
1 2
3
4 5