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
101
$506K 0.15%
2,761
-240
102
$492K 0.15%
1,191
+235
103
$487K 0.14%
4,152
104
$483K 0.14%
6,421
105
$482K 0.14%
4,339
-170
106
$472K 0.14%
4,526
-135
107
$468K 0.14%
2,449
+190
108
$438K 0.13%
6,585
-149
109
$418K 0.12%
15,689
110
$393K 0.12%
1,145
-25
111
$392K 0.12%
830
+150
112
$385K 0.11%
+1,082
113
$384K 0.11%
1,682
114
$378K 0.11%
6,900
-500
115
$374K 0.11%
6,035
-40,846
116
$370K 0.11%
9,201
117
$367K 0.11%
1,916
-60
118
$362K 0.11%
2,928
119
$351K 0.1%
2,568
120
$343K 0.1%
3,770
121
$336K 0.1%
12,800
122
$327K 0.1%
29,195
123
$321K 0.1%
8,251
-38
124
$311K 0.09%
1,279
125
$310K 0.09%
4,265
3 4
5
6 7