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Home > Institutional Investor > Legacy Trust > Profile

Instuitional Investor - Legacy Trust

Fund Profile
Filing Period:
Fund Name: Legacy Trust
Portfolio Value $430,871,956
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 85,502 $21,411,411 4.96%
2.
Microsoft Corp
 MSFT 40,880 $17,230,920 3.99%
3.
Spdr S & P 500 Etf Trust
 SPY 26,202 $15,356,468 3.56%
4.
United Rentals Inc.
 URI 18,821 $13,258,265 3.07%
5.
Ishares Trust
 IEF 22,465 $13,224,909 3.06%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)