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
$415M
AUM Growth
-$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$738K
3
+$402K
4
LEN icon
Lennar Class A
LEN
+$363K
5
EOG icon
EOG Resources
EOG
+$305K

Top Sells

1
+$625K
2
+$538K
3
+$221K
4
JBHT icon
JB Hunt Transport Services
JBHT
+$210K
5
MGK icon
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
51
$2.37M 0.57%
14,944
-47
52
$2.26M 0.54%
5,197
+15
53
$2.25M 0.54%
35,470
+2,189
54
$2.23M 0.54%
51,058
-1,111
55
$2.23M 0.54%
13,547
-174
56
$2.12M 0.51%
3,975
+90
57
$2.08M 0.5%
8,207
-100
58
$2.03M 0.49%
16,699
-924
59
$1.82M 0.44%
21,365
+1,825
60
$1.69M 0.41%
3,401
-50
61
$1.64M 0.4%
4,284
-29
62
$1.56M 0.38%
9,987
+263
63
$1.52M 0.37%
6,896
-55
64
$1.46M 0.35%
9,753
-176
65
$1.41M 0.34%
60,495
-23,088
66
$1.36M 0.33%
13,821
-405
67
$1.15M 0.28%
22,674
+3,578
68
$1.09M 0.26%
15,006
-92
69
$1.06M 0.25%
13,298
+632
70
$1.05M 0.25%
8,861
+997
71
$1.05M 0.25%
7,835
+406
72
$1.05M 0.25%
1,713
+36
73
$1.01M 0.24%
3,305
-350
74
$1.01M 0.24%
14,284
-191
75
$979K 0.24%
7,411
+1
1 2
3
4 5