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
251
$379K 0.1%
+2,376
252
$379K 0.1%
7,146
+1,225
253
$379K 0.1%
1,094
-227
254
$378K 0.1%
1,108
+55
255
$376K 0.1%
+2,104
256
$374K 0.1%
987
257
$372K 0.09%
2,295
+541
258
$372K 0.09%
+18,301
259
$364K 0.09%
2,616
-25
260
$359K 0.09%
4,038
+882
261
$359K 0.09%
+1,462
262
$357K 0.09%
44,667
+2,102
263
$356K 0.09%
+8,457
264
$352K 0.09%
+10,291
265
$348K 0.09%
4,223
+65
266
$345K 0.09%
125,482
+2,595
267
$340K 0.09%
+3,358
268
$337K 0.09%
6,632
+3
269
$334K 0.09%
2,820
+43
270
$333K 0.08%
3,748
+310
271
$332K 0.08%
4,952
+880
272
$330K 0.08%
12,810
-1,875
273
$329K 0.08%
3,446
+245
274
$328K 0.08%
3,833
+63
275
$325K 0.08%
6,368
+99
9 10
11
12 13