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
251
$268K 0.09%
8,617
-126
252
$268K 0.09%
1,330
+367
253
$267K 0.09%
+7,548
254
$267K 0.09%
4,086
-25
255
$265K 0.09%
5,263
+392
256
$264K 0.09%
+1,665
257
$264K 0.09%
+3,458
258
$264K 0.09%
+446
259
$263K 0.09%
5,140
-33
260
$262K 0.09%
1,302
-9
261
$262K 0.09%
2,844
+711
262
$262K 0.09%
5,570
+671
263
$261K 0.09%
5,485
-7,848
264
$260K 0.09%
8,422
-294
265
$259K 0.09%
5,160
-177
266
$258K 0.09%
+5,063
267
$257K 0.09%
9,456
-133
268
$252K 0.09%
6,976
-47
269
$248K 0.09%
3,795
+412
270
$246K 0.09%
16,029
+1,188
271
$244K 0.08%
2,154
-15
272
$242K 0.08%
8,958
-53
273
$242K 0.08%
+45,853
274
$242K 0.08%
3,245
+464
275
$242K 0.08%
2,041
-31
9 10
11
12 13