Portfolio (Quarterly)
Guide ↗
Legacy Private Trust Co.
· CIK 0001352547| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | ZROZ | PIMCO ETF TR | — | 17,078 | $1.1M | 0.07% | SOLD |
| 2 | HON | HONEYWELL INTL INC | Industrials | 2,749 | $621K | 0.04% | SOLD |
| 3 | NKE | NIKE INC | Consumer Cyclical | 5,672 | $300K | 0.02% | SOLD |
| 4 | AMAT | APPLIED MATLS INC | Technology | 601 | $205K | 0.01% | SOLD |
| 5 | — | ISHARES TR | — | 2,219 | $51K | 0.00% | SOLD |
Sector Allocation
Technology
34.0%
Financial Services
16.8%
Healthcare
11.8%
Communication Services
10.1%
Consumer Cyclical
8.4%
Industrials
7.6%
Consumer Defensive
5.6%
Energy
2.8%
Basic Materials
1.6%
Utilities
1.4%