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
251
$266K 0.1%
1,613
+102
252
$266K 0.1%
2,107
+531
253
$263K 0.09%
27,206
+311
254
$261K 0.09%
+2,690
255
$258K 0.09%
9,080
+296
256
$257K 0.09%
5,091
+49
257
$256K 0.09%
12,190
+2,574
258
$256K 0.09%
13,036
+118
259
$253K 0.09%
4,595
+322
260
$251K 0.09%
2,452
-444
261
$250K 0.09%
+11,156
262
$250K 0.09%
8,092
+531
263
$249K 0.09%
6,054
-745
264
$249K 0.09%
4,283
+45
265
$247K 0.09%
5,095
-764
266
$246K 0.09%
2,266
+27
267
$246K 0.09%
4,886
+33
268
$245K 0.09%
+6,388
269
$244K 0.09%
3,180
+104
270
$241K 0.09%
+724
271
$238K 0.09%
+4,962
272
$238K 0.09%
1,719
+18
273
$237K 0.09%
144
+9
274
$234K 0.08%
2,030
-242
275
$229K 0.08%
+4,424
9 10
11
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