LT
Legacy Trust Portfolio holdings
AUM
$408M
This Quarter Return
-4.41%
1 Year Return
+18.34%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$344M
AUM Growth
+$344M
(-5.2%)
Cap. Flow
+$397K
Cap. Flow
% of AUM
0.12%
Top 10 Holdings %
Top 10 Hldgs %
30.31%
Holding
164
New
2
Increased
61
Reduced
55
Closed
8
Top Buys
| 1 |
Ally Financial
ALLY
|
$526K |
| 2 |
Wynn Resorts
WYNN
|
$502K |
| 3 |
Qualcomm
QCOM
|
$479K |
| 4 |
Brown-Forman Class B
BF.B
|
$457K |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$450K |
Top Sells
| 1 |
Amgen
AMGN
|
$484K |
| 2 |
Labcorp
LH
|
$305K |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$268K |
| 4 |
TJX Companies
TJX
|
$253K |
| 5 |
Apple
AAPL
|
$252K |
Sector Composition
| 1 | Technology | 22.04% |
| 2 | Consumer Discretionary | 11.58% |
| 3 | Financials | 11.09% |
| 4 | Healthcare | 9.74% |
| 5 | Industrials | 8.52% |
