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
76
$863K 0.26%
19,096
+3,720
77
$847K 0.25%
7,708
-1,363
78
$846K 0.25%
7,488
+1,136
79
$842K 0.25%
5,663
+1,616
80
$833K 0.25%
4,078
+224
81
$806K 0.24%
10,505
-200
82
$755K 0.22%
2,077
-90
83
$718K 0.21%
4,716
-28
84
$710K 0.21%
6,479
+791
85
$693K 0.21%
3,442
+20
86
$676K 0.2%
2,982
+146
87
$676K 0.2%
4,934
+218
88
$653K 0.19%
16,012
+993
89
$650K 0.19%
6,106
+200
90
$608K 0.18%
1,215
+443
91
$596K 0.18%
2,084
+324
92
$589K 0.18%
2,108
-6
93
$570K 0.17%
3,574
+210
94
$562K 0.17%
13,748
+3,134
95
$542K 0.16%
2,655
+500
96
$537K 0.16%
802
97
$536K 0.16%
3,288
+1,746
98
$532K 0.16%
1,735
99
$520K 0.15%
6,524
100
$510K 0.15%
1,112
+50