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
$324M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$20.7M
2 +$16.3M
3 +$11.5M
4
MSFT icon
Microsoft
MSFT
+$10.5M
5
IVV icon
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 Change
in Stake
Capital Flow
151
$85.3K 0.03%
+7,331