LT
Legacy Trust Portfolio holdings
AUM
$535M
1-Year Est. Return
22.3%
This Fund
S&P 500
1 Year Est. Return
+22.3%
AUM
$507M
AUM Growth
+$99.5M
(+24%)
Holding
190
Top Buys
| 1 | +$10.9M | |
| 2 | +$10.2M | |
| 3 | +$2.83M | |
| 4 |
Microsoft
MSFT
|
+$2.8M |
| 5 |
KLA
KLAC
|
+$2.07M |
Top Sells
| 1 | +$316K | |
| 2 | +$207K | |
| 3 | +$206K | |
| 4 |
United Rentals
URI
|
+$190K |
| 5 |
Albemarle
ALB
|
+$160K |
Sector Composition
| 1 | Technology | 25.62% |
| 2 | Financials | 12.62% |
| 3 | Industrials | 9.91% |
| 4 | Consumer Discretionary | 9.62% |
| 5 | Healthcare | 7.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Booking.com
BKNG
$133B
| $248K | 0.05% |
+46
|
|
||
177
ServiceNow
NOW
$109B
| $235K | 0.05% |
+1,275
|
|
||
178
Tesla
TSLA
$1.39T
| $233K | 0.05% |
525
-153
|
|
||
179
Fortinet
FTNT
$60.5B
| $226K | 0.04% |
2,693
|
|
||
180
Watsco Inc
WSO
$14.8B
| $225K | 0.04% |
556
|
|
||
181
Copart
CPRT
$32B
| $219K | 0.04% |
4,859
-29
|
|
||
182
Toyota
TM
$269B
| $218K | 0.04% |
+1,140
|
|
||
183
Vanguard Growth ETF
VUG
$186B
| $205K | 0.04% |
+427
|
|
||
184
Huntington Bancshares
HBAN
$31.9B
| $202K | 0.04% |
11,703
+1,553
|
|
||
185
Automatic Data Processing
ADP
$81.8B
| $200K | 0.04% |
683
-174
|
|
||
186
Wells Fargo
WFC
$245B
| $196K | 0.04% |
+2,341
|
|
||
187
Ford
F
$46.3B
| $172K | 0.03% |
+14,371
|
|
||
188
UFP Industries
UFPI
$5.23B
| $78.5K | 0.02% |
840
|
|
||
189
Oneok
OKE
$56.9B
| – | – |
-2,526
|
|
||
190
Verrica Pharmaceuticals
VRCA
$90.9M
| – | – |
-650
|
|