LCGC

Legacy Capital Group California Portfolio holdings

AUM $413M
1-Year Est. Return 31.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$361M
AUM Growth
+$73.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$3.11M
3
+$2.87M
4
CEG icon
Constellation Energy
CEG
+$2.15M
5
IBM icon
IBM
IBM
+$2.08M

Top Sells

1
+$2.81M
2
+$2.07M
3
+$1.75M
4
QQQE icon
Direxion Shares ETF Trust Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
+$1.52M
5
RTX icon
RTX Corp
RTX
+$969K

Sector Composition

1 Technology 28.99%
2 Financials 12.35%
3 Industrials 6.47%
4 Healthcare 5.23%
5 Communication Services 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$329K 0.09%
596
+150
252
$323K 0.09%
3,201
+186
253
$319K 0.09%
1,754
+89
254
$315K 0.09%
2,641
-367
255
$314K 0.09%
5,619
+1,396
256
$312K 0.09%
3,770
-2
257
$308K 0.09%
42,565
+6,020
258
$303K 0.08%
4,072
-14
259
$303K 0.08%
9,467
+850
260
$301K 0.08%
4,273
+380
261
$301K 0.08%
58,057
+12,204
262
$300K 0.08%
222,454
+73,012
263
$297K 0.08%
3,694
+236
264
$296K 0.08%
3,451
-18
265
$296K 0.08%
2,777
-948
266
$295K 0.08%
6,269
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267
$295K 0.08%
6,182
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268
$294K 0.08%
34,674
+5,897
269
$292K 0.08%
1,831
+232
270
$291K 0.08%
749
-3
271
$287K 0.08%
8,040
-8
272
$286K 0.08%
5,759
-56,700
273
$285K 0.08%
3,438
+200
274
$280K 0.08%
5,921
+363
275
$280K 0.08%
570
+23
9 10
11
12 13