LCGC

Legacy Capital Group California Portfolio holdings

AUM $361M
1-Year Est. Return 29.82%
This Quarter Est. Return
1 Year Est. Return
+29.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$277M
AUM Growth
+$6.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$4.27M
2
+$1.93M
3
+$1.74M
4
HIMS icon
Hims & Hers Health
HIMS
+$1.7M
5
DELL icon
Dell
DELL
+$1.17M

Top Sells

1
+$4.24M
2
+$2.19M
3
+$1.31M
4
CI icon
Cigna
CI
+$1.26M
5
AEO icon
American Eagle Outfitters
AEO
+$1.19M

Sector Composition

1 Technology 24.36%
2 Financials 10.51%
3 Healthcare 7.86%
4 Industrials 7.44%
5 Consumer Discretionary 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$294K 0.11%
968
+282
227
$291K 0.1%
2,736
+179
228
$291K 0.1%
2,732
+175
229
$291K 0.1%
3,043
+1,248
230
$286K 0.1%
+3,575
231
$284K 0.1%
7,169
+77
232
$284K 0.1%
+4,153
233
$284K 0.1%
1,286
+17
234
$283K 0.1%
2,486
+532
235
$283K 0.1%
4,295
+276
236
$280K 0.1%
+2,450
237
$280K 0.1%
+2,726
238
$280K 0.1%
6,733
+2,922
239
$277K 0.1%
1,375
+33
240
$277K 0.1%
2,080
+133
241
$276K 0.1%
3,298
+211
242
$275K 0.1%
1,138
+11
243
$273K 0.1%
3,346
-400
244
$271K 0.1%
6,610
+67
245
$271K 0.1%
9,368
+101
246
$269K 0.1%
5,395
-332
247
$267K 0.1%
+2,796
248
$267K 0.1%
5,383
+55
249
$266K 0.1%
532
+7
250
$266K 0.1%
7,303
+71
8 9
10
11 12