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
76
$930K 0.26%
7,375
-113
77
$882K 0.24%
19,096
78
$876K 0.24%
7,618
-90
79
$828K 0.23%
5,458
-205
80
$819K 0.23%
4,221
+143
81
$812K 0.22%
2,065
-12
82
$790K 0.22%
10,505
83
$741K 0.2%
4,695
-21
84
$731K 0.2%
6,820
+341
85
$724K 0.2%
2,982
86
$708K 0.2%
3,461
+19
87
$676K 0.19%
5,855
-251
88
$674K 0.19%
4,784
-150
89
$635K 0.17%
2,127
+19
90
$610K 0.17%
1,978
-106
91
$608K 0.17%
1,211
-4
92
$585K 0.16%
2,655
93
$578K 0.16%
13,618
-130
94
$576K 0.16%
1,735
95
$567K 0.16%
3,603
+315
96
$555K 0.15%
15,136
-876
97
$554K 0.15%
802
98
$537K 0.15%
1,122
+10
99
$528K 0.15%
1,126
-19
100
$513K 0.14%
4,539
+13
2 3
4
5 6