LCGC

Legacy Capital Group California Portfolio holdings

AUM $393M
1-Year Est. Return 33.91%
This Quarter Est. Return
1 Year Est. Return
+33.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$287M
AUM Growth
-$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.29M
3
+$1.23M
4
NEM icon
Newmont
NEM
+$1.01M
5
MCO icon
Moody's
MCO
+$944K

Top Sells

1
+$6.02M
2
+$2.9M
3
+$2.18M
4
CAVA icon
CAVA Group
CAVA
+$2.14M
5
NVDA icon
NVIDIA
NVDA
+$2.09M

Sector Composition

1 Technology 28.04%
2 Financials 11.36%
3 Healthcare 6.43%
4 Industrials 5.98%
5 Communication Services 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$299K 0.1%
25,707
-291
227
$297K 0.1%
+8,048
228
$294K 0.1%
31,427
-459
229
$294K 0.1%
1,638
-10
230
$293K 0.1%
3,206
-47
231
$292K 0.1%
6,489
+1,726
232
$292K 0.1%
45,398
+6,723
233
$288K 0.1%
3,772
-7,901
234
$287K 0.1%
1,232
-7
235
$287K 0.1%
3,892
+13
236
$287K 0.1%
1,435
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237
$285K 0.1%
3,893
-57
238
$280K 0.1%
11,758
+318
239
$279K 0.1%
1,127
+187
240
$279K 0.1%
2,374
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241
$279K 0.1%
542
242
$279K 0.1%
878
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243
$274K 0.1%
7,209
-41
244
$274K 0.1%
6,308
-40
245
$273K 0.09%
1,599
+96
246
$272K 0.09%
+2,151
247
$271K 0.09%
4,716
+138
248
$270K 0.09%
3,238
+235
249
$269K 0.09%
4,223
-26
250
$269K 0.09%
138
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8 9
10
11 12