LT
Legacy Trust Portfolio holdings
AUM
$408M
This Quarter Return
+2.81%
1 Year Return
+18.34%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$402M
AUM Growth
+$402M
(+0.27%)
Cap. Flow
-$606K
Cap. Flow
% of AUM
-0.15%
Top 10 Holdings %
Top 10 Hldgs %
31.04%
Holding
150
New
1
Increased
40
Reduced
59
Closed
7
Top Buys
| 1 |
NVIDIA
NVDA
|
$3.3M |
| 2 |
Uber
UBER
|
$2.91M |
| 3 |
Expedia Group
EXPE
|
$621K |
| 4 |
Walt Disney
DIS
|
$600K |
| 5 |
PayPal
PYPL
|
$510K |
Top Sells
| 1 |
Dropbox
DBX
|
$3.28M |
| 2 |
UFP Industries
UFPI
|
$1.12M |
| 3 |
Microsoft
MSFT
|
$754K |
| 4 |
Costco
COST
|
$724K |
| 5 |
Apple
AAPL
|
$718K |
Sector Composition
| 1 | Technology | 21.72% |
| 2 | Financials | 12.18% |
| 3 | Consumer Discretionary | 11.22% |
| 4 | Healthcare | 9.29% |
| 5 | Industrials | 8.95% |
