LT

Legacy Trust Portfolio holdings

AUM $507M
1-Year Est. Return 20.61%
This Quarter Est. Return
1 Year Est. Return
+20.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$415M
AUM Growth
-$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$738K
3
+$402K
4
LEN icon
Lennar Class A
LEN
+$363K
5
EOG icon
EOG Resources
EOG
+$305K

Top Sells

1
+$625K
2
+$538K
3
+$221K
4
JBHT icon
JB Hunt Transport Services
JBHT
+$210K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$207K

Sector Composition

1 Technology 19%
2 Financials 13.76%
3 Consumer Discretionary 9.95%
4 Healthcare 9.29%
5 Industrials 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$363K 0.09%
15,993
+1,214
127
$356K 0.09%
4,645
-135
128
$341K 0.08%
8,792
-90
129
$306K 0.07%
1,926
130
$294K 0.07%
6,124
-67
131
$294K 0.07%
1,184
-50
132
$291K 0.07%
11,475
-575
133
$286K 0.07%
3,450
134
$283K 0.07%
556
-24
135
$279K 0.07%
4,924
136
$278K 0.07%
1,051
137
$278K 0.07%
2,885
-19
138
$274K 0.07%
3,832
139
$272K 0.07%
4,414
140
$267K 0.06%
3,673
-473
141
$266K 0.06%
7,025
142
$262K 0.06%
857
-30
143
$257K 0.06%
5,570
144
$254K 0.06%
3,880
145
$254K 0.06%
3,015
-400
146
$252K 0.06%
+1,136
147
$250K 0.06%
918
-27
148
$245K 0.06%
1,305
+10
149
$241K 0.06%
4,473
+320
150
$234K 0.06%
+10,089
3 4 5
6
7