LT
Legacy Trust Portfolio holdings
AUM
$522M
1-Year Est. Return
23.56%
This Fund
S&P 500
1 Year Est. Return
+23.56%
AUM
$522M
AUM Growth
-$12.8M
(-2.4%)
Holding
208
Top Buys
| 1 | +$4.34M | |
| 2 | +$2.9M | |
| 3 | +$2.25M | |
| 4 |
Broadcom
AVGO
|
+$616K |
| 5 |
Eaton
ETN
|
+$542K |
Top Sells
| 1 | +$4.71M | |
| 2 | +$2.28M | |
| 3 | +$614K | |
| 4 |
Home Depot
HD
|
+$426K |
| 5 |
iShares Russell 3000 ETF
IWV
|
+$316K |
Sector Composition
| 1 | Technology | 22.96% |
| 2 | Financials | 11.04% |
| 3 | Industrials | 10.61% |
| 4 | Healthcare | 9.07% |
| 5 | Consumer Discretionary | 8.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Ford
F
$51.6B
| $166K | 0.03% |
14,371
-200
|
|
||
202
Verrica Pharmaceuticals
VRCA
$109M
| $91.2K | 0.02% |
17,234
|
|
||
203
UFP Industries
UFPI
$5.44B
| $77.4K | 0.01% |
840
|
|
||
204
Bank of America
BAC
$384B
| – | – |
-3,861
|
|
||
205
Booking.com
BKNG
$152B
| – | – |
-1,150
|
|
||
206
Guidewire Software
GWRE
$11.9B
| – | – |
-1,248
|
|
||
207
Wells Fargo
WFC
$249B
| – | – |
-2,586
|
|
||
208
Progressive
PGR
$118B
| – | – |
-893
|
|