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Home > Institutional Investor > Legacy Trust > Profile

Instuitional Investor - Legacy Trust

Fund Profile
Filing Period:
Fund Name: Legacy Trust
Portfolio Value $384,097,200
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 117,048 $22,535,251 5.86%
2.
Microsoft Corp
 MSFT 45,534 $17,122,605 4.45%
3.
Spdr S & P 500 Etf Trust
 SPY 28,612 $13,599,570 3.54%
4.
United Rentals Inc.
 URI 20,117 $11,535,490 3%
5.
Ishares Trust
 IEF 22,996 $10,983,579 2.85%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)