LT
Legacy Trust Portfolio holdings
AUM
$408M
1-Year Est. Return
18.34%
1 Year Est. Return
+18.34%
AUM
$415M
AUM Growth
-$16M
(-3.7%)
Holding
163
Top Buys
| 1 | +$1.07M | |
| 2 | +$738K | |
| 3 | +$402K | |
| 4 |
Lennar Class A
LEN
|
+$363K |
| 5 |
EOG Resources
EOG
|
+$305K |
Top Sells
| 1 | +$625K | |
| 2 | +$538K | |
| 3 | +$221K | |
| 4 |
JB Hunt Transport Services
JBHT
|
+$210K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
151
Abbott
ABT
$224B
| $234K | 0.06% |
1,762
-15
|
|
||
152
Gilead Sciences
GILD
$152B
| $215K | 0.05% |
+1,923
|
|
||
153
Cisco
CSCO
$277B
| $209K | 0.05% |
3,389
-625
|
|
||
154
Progressive
PGR
$132B
| $207K | 0.05% |
+733
|
|
||
155
eBay
EBAY
$42B
| $207K | 0.05% |
+3,062
|
|
||
156
Tesla
TSLA
$1.46T
| $182K | 0.04% |
704
-42
|
|
||
157
Huntington Bancshares
HBAN
$22.6B
| $153K | 0.04% |
10,184
|
|
||
158
UFP Industries
UFPI
$5.31B
| $94.7K | 0.02% |
885
-124
|
|
||
159
Verrica Pharmaceuticals
VRCA
$39.2M
| $2.87K | ﹤0.01% |
650
|
|
||
160
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2B
| – | – |
-5,266
|
|
||
|
161
JB Hunt Transport Services
JBHT
$15.7B
| – | – |
-1,233
|
|
||
|
162
Vanguard Mega Cap Growth ETF
MGK
$30.8B
| – | – |
-602
|
|
||
163
Sun Communities
SUI
$15.5B
| – | – |
-5,081
|
|