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
$324M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$16.3M
3
+$11.5M
4
MSFT icon
Microsoft
MSFT
+$10.5M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.27M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.2%
2 Financials 11.19%
3 Healthcare 10.02%
4 Consumer Discretionary 9.96%
5 Industrials 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$296K 0.09%
+1,461
127
$292K 0.09%
+1,486
128
$287K 0.09%
+7,653
129
$283K 0.09%
+3,098
130
$282K 0.09%
+1,279
131
$277K 0.09%
+1,542
132
$276K 0.09%
+1,585
133
$262K 0.08%
+1,866
134
$262K 0.08%
+3,329
135
$252K 0.08%
+1,054
136
$252K 0.08%
+2,980
137
$249K 0.08%
+3,450
138
$249K 0.08%
+5,570
139
$245K 0.08%
+2,788
140
$244K 0.08%
+1,303
141
$243K 0.08%
+1,603
142
$238K 0.07%
+3,880
143
$238K 0.07%
+1,682
144
$236K 0.07%
+4,414
145
$226K 0.07%
+1,518
146
$226K 0.07%
+4,583
147
$224K 0.07%
+1,285
148
$223K 0.07%
+7,025
149
$219K 0.07%
+884
150
$216K 0.07%
+1,969
3 4 5
6
7