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
126
$310K 0.09%
1,370
-116
127
$304K 0.09%
9,560
128
$303K 0.09%
5,787
-491
129
$296K 0.09%
1,585
130
$291K 0.09%
7,653
131
$290K 0.09%
3,098
132
$288K 0.09%
1,461
133
$286K 0.09%
2,060
134
$280K 0.08%
3,329
135
$267K 0.08%
+3,250
136
$260K 0.08%
+2,354
137
$260K 0.08%
+2,829
138
$259K 0.08%
+9,614
139
$258K 0.08%
1,866
140
$254K 0.08%
3,450
141
$254K 0.08%
+2,562
142
$252K 0.07%
4,583
143
$251K 0.07%
1,518
144
$247K 0.07%
1,603
145
$241K 0.07%
1,682
146
$241K 0.07%
1,054
147
$237K 0.07%
3,880
148
$236K 0.07%
5,570
149
$231K 0.07%
4,414
150
$231K 0.07%
7,025
3 4 5
6
7