LCGC

Legacy Capital Group California Portfolio holdings

AUM $263M
1-Year Est. Return 37.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$393M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.87M
3
+$1.32M
4
EQT icon
EQT Corp
EQT
+$1.02M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.02M

Top Sells

1
+$4.68M
2
+$1.96M
3
+$1.32M
4
ROOT icon
Root
ROOT
+$1.31M
5
DUOL icon
Duolingo
DUOL
+$1.2M

Sector Composition

1 Technology 30.99%
2 Financials 11.73%
3 Industrials 6.14%
4 Healthcare 5.56%
5 Consumer Discretionary 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$418K 0.11%
6,854
+114
227
$415K 0.11%
1,415
-17
228
$415K 0.11%
5,103
+1,409
229
$414K 0.11%
355
-6
230
$414K 0.11%
3,690
+57
231
$411K 0.1%
9,196
+20
232
$410K 0.1%
20,356
+1,349
233
$409K 0.1%
3,189
+230
234
$409K 0.1%
9,173
+147
235
$409K 0.1%
5,856
+214
236
$406K 0.1%
+5,287
237
$404K 0.1%
11,599
-6,370
238
$403K 0.1%
901
-9
239
$402K 0.1%
8,616
-22
240
$398K 0.1%
14,589
+4
241
$397K 0.1%
981
+39
242
$396K 0.1%
3,506
+55
243
$393K 0.1%
1,217
+468
244
$391K 0.1%
4,111
-152
245
$390K 0.1%
167
+9
246
$389K 0.1%
10,963
-1,742
247
$385K 0.1%
12,052
+4,901
248
$384K 0.1%
627
+10
249
$382K 0.1%
9,011
+2,184
250
$381K 0.1%
1,895
+31
8 9
10
11 12