LT
Legacy Trust Portfolio holdings
AUM
$408M
This Quarter Return
+8.9%
1 Year Return
+18.34%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$324M
AUM Growth
–
Cap. Flow
+$324M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
32.17%
Holding
151
New
151
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Sun Communities
SUI
|
$20.7M |
| 2 |
Apple
AAPL
|
$16.3M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$11.5M |
| 4 |
Microsoft
MSFT
|
$10.5M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Ford
F
$46.8B
| $85.3K | 0.03% |
+7,331
| New | +$85.3K |
|