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
$336M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.89M
3
+$385K
4
AMZN icon
Amazon
AMZN
+$328K
5
CVX icon
Chevron
CVX
+$285K

Top Sells

1
+$16.9M
2
+$3.23M
3
+$2.53M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$516K
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$450K

Sector Composition

1 Technology 20.45%
2 Consumer Discretionary 11.56%
3 Financials 10.99%
4 Healthcare 10.96%
5 Industrials 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$229K 0.07%
1,336
+33
152
$226K 0.07%
+1,014
153
$225K 0.07%
1,285
154
$219K 0.07%
+4,792
155
$206K 0.06%
834
-50
156
$205K 0.06%
+3,832
157
$122K 0.04%
+1,875
158
$88.7K 0.03%
7,037
-294
159
– –
-1,969
160
– –
-2,788
161
– –
-3,121
162
– –
-6,591
163
– –
-2,980
3 4 5 6
7