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
$363M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$395K
2
+$357K
3
+$327K
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$246K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$245K

Top Sells

1
+$629K
2
+$321K
3
+$290K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$267K
5
AAPL icon
Apple
AAPL
+$266K

Sector Composition

1 Technology 21.99%
2 Consumer Discretionary 11.63%
3 Financials 10.56%
4 Healthcare 10.38%
5 Industrials 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$317K 0.09%
4,265
127
$316K 0.09%
7,653
128
$315K 0.09%
9,560
129
$315K 0.09%
29,195
130
$305K 0.08%
1,471
+10
131
$297K 0.08%
2,060
132
$294K 0.08%
3,329
133
$290K 0.08%
1,429
-156
134
$284K 0.08%
4,583
135
$278K 0.08%
9,434
-180
136
$266K 0.07%
3,450
137
$265K 0.07%
1,866
138
$260K 0.07%
1,603
139
$260K 0.07%
2,829
140
$248K 0.07%
1,359
-11
141
$246K 0.07%
1,001
-53
142
$246K 0.07%
+3,870
143
$245K 0.07%
+2,384
144
$241K 0.07%
7,025
145
$241K 0.07%
1,682
146
$241K 0.07%
+2,090
147
$240K 0.07%
4,828
+36
148
$237K 0.07%
+905
149
$234K 0.06%
1,346
+10
150
$233K 0.06%
1,285
3 4 5
6
7