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
$401M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$895K
2
+$718K
3
+$577K
4
ONB icon
Old National Bancorp
ONB
+$526K
5
BF.B icon
Brown-Forman Class B
BF.B
+$488K

Top Sells

1
+$3.91M
2
+$2.81M
3
+$1.76M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.67M
5
INTU icon
Intuit
INTU
+$1.11M

Sector Composition

1 Technology 19.66%
2 Financials 12.54%
3 Consumer Discretionary 11.73%
4 Industrials 9.81%
5 Healthcare 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$526K 0.13%
+30,189
102
$522K 0.13%
1,124
+31
103
$520K 0.13%
10,903
104
$519K 0.13%
2,527
+52
105
$506K 0.13%
11,975
-85
106
$492K 0.12%
13,660
107
$483K 0.12%
2,653
-668
108
$482K 0.12%
1,711
-340
109
$475K 0.12%
1,069
110
$462K 0.12%
2,926
-518
111
$459K 0.11%
6,683
112
$453K 0.11%
6,900
113
$426K 0.11%
6,960
+2,115
114
$422K 0.11%
854
115
$413K 0.1%
14,882
-235
116
$410K 0.1%
6,524
-9
117
$404K 0.1%
1,430
+5
118
$400K 0.1%
2,568
119
$386K 0.1%
2,060
120
$384K 0.1%
4,194
-65
121
$384K 0.1%
2,928
122
$377K 0.09%
1,831
+115
123
$372K 0.09%
12,800
124
$367K 0.09%
26,341
-2,000
125
$358K 0.09%
1,333
-52
3 4
5
6 7