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
$328M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$6.92M
3
+$2.59M
4
DBMF icon
iMGP DBi Managed Futures Strategy ETF
DBMF
+$1.92M
5
XONE icon
BondBloxx Bloomberg One Year Target Duration US Treasury ETF
XONE
+$1.87M

Top Sells

1
+$4.61M
2
+$4.41M
3
+$2.47M
4
XSVN icon
BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
XSVN
+$2.26M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2M

Sector Composition

1 Technology 28.32%
2 Financials 11.77%
3 Consumer Discretionary 6.61%
4 Industrials 6.5%
5 Healthcare 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$247K 0.08%
3,950
-3
277
$245K 0.07%
+3,237
278
$244K 0.07%
64,297
+10,679
279
$244K 0.07%
4,249
-1,167
280
$244K 0.07%
4,582
-6
281
$243K 0.07%
25,998
-238
282
$242K 0.07%
1,485
-3,927
283
$238K 0.07%
+940
284
$236K 0.07%
+3,255
285
$235K 0.07%
3,685
-1,326
286
$234K 0.07%
2,042
-560
287
$234K 0.07%
3,383
+237
288
$232K 0.07%
+8,696
289
$231K 0.07%
3,336
+1,327
290
$230K 0.07%
+7,195
291
$229K 0.07%
2,169
-2
292
$228K 0.07%
3,003
+164
293
$226K 0.07%
49,666
-260
294
$226K 0.07%
4,578
-24
295
$224K 0.07%
24,941
+30
296
$224K 0.07%
528
-2
297
$223K 0.07%
+10,109
298
$221K 0.07%
9,011
-10
299
$221K 0.07%
4,871
-13
300
$221K 0.07%
130
-9
10 11
12
13 14