Portfolio (Quarterly)
Guide ↗
Legacy Trust
· CIK 0001772483| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | GWRE | GUIDEWIRE SOFTWARE INC | Technology | 1,248 | $251K | 0.05% | SOLD |
| 2 | BKNG | BOOKING HOLDINGS INC | Consumer Cyclical | 46 | $246K | 0.05% | SOLD |
| 3 | WFC | WELLS FARGO CO NEW | Financial Services | 2,586 | $241K | 0.04% | SOLD |
| 4 | BAC | BANK AMERICA CORP | Financial Services | 3,861 | $212K | 0.04% | SOLD |
| 5 | PGR | PROGRESSIVE CORP | Financial Services | 893 | $203K | 0.04% | SOLD |
Sector Allocation
Technology
27.9%
Financial Services
15.7%
Industrials
13.5%
Healthcare
11.2%
Consumer Cyclical
10.4%
Communication Services
8.8%
Energy
4.8%
Consumer Defensive
3.9%
Basic Materials
3.0%
Utilities
0.6%