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
$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
ABT icon
151
Abbott
ABT
$225B
$234K 0.06%
1,762
-15
GILD icon
152
Gilead Sciences
GILD
$153B
$215K 0.05%
+1,923
CSCO icon
153
Cisco
CSCO
$278B
$209K 0.05%
3,389
-625
PGR icon
154
Progressive
PGR
$129B
$207K 0.05%
+733
EBAY icon
155
eBay
EBAY
$43.6B
$207K 0.05%
+3,062
TSLA icon
156
Tesla
TSLA
$1.48T
$182K 0.04%
704
-42
HBAN icon
157
Huntington Bancshares
HBAN
$23.1B
$153K 0.04%
10,184
UFPI icon
158
UFP Industries
UFPI
$5.35B
$94.7K 0.02%
885
-124
VRCA icon
159
Verrica Pharmaceuticals
VRCA
$41.2M
$2.87K ﹤0.01%
650
ESML icon
160
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.03B
-5,266
JBHT icon
161
JB Hunt Transport Services
JBHT
$15.8B
-1,233
MGK icon
162
Vanguard Mega Cap Growth ETF
MGK
$31.2B
-602
SUI icon
163
Sun Communities
SUI
$15.5B
-5,081