Legacy Trust

Despite the increase in the number of holdings, the portfolio maintains a moderate concentration profile. The top 10 holdings account for approximately 31.7% of the total portfolio value, suggesting a "core-satellite" approach where a significant portion of capital is allocated to major liquid names, while the remainder is spread across a wider array of assets. The inclusion of multiple ETFs alongside individual equities points to a hybrid strategy combining broad market exposure with active stock selection.

Key Holdings