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
276
$227K 0.08%
48,978
+1,727
277
$226K 0.08%
13,167
+740
278
$225K 0.08%
+1,543
279
$220K 0.08%
+4,788
280
$219K 0.08%
+1,325
281
$218K 0.08%
12,855
-8,905
282
$215K 0.08%
+1,332
283
$214K 0.08%
10,777
+707
284
$213K 0.08%
521
+31
285
$210K 0.08%
1,079
+11
286
$209K 0.08%
4,498
+155
287
$208K 0.07%
4,051
-485
288
$206K 0.07%
+3,013
289
$206K 0.07%
6,216
+64
290
$205K 0.07%
+4,417
291
$204K 0.07%
+1,719
292
$204K 0.07%
+13,360
293
$202K 0.07%
+2,311
294
$202K 0.07%
2,139
+168
295
$202K 0.07%
685
+26
296
$200K 0.07%
17,932
+1,154
297
$200K 0.07%
35,000
298
$193K 0.07%
+10,219
299
$169K 0.06%
70,750
+36,123
300
$137K 0.05%
11,960
+128
10 11
12
13 14