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
276
$241K 0.08%
988
-7
277
$241K 0.08%
36,545
+2,442
278
$237K 0.08%
932
-3,599
279
$234K 0.08%
547
+19
280
$233K 0.08%
51,793
+12,402
281
$232K 0.08%
+149,442
282
$230K 0.08%
2,206
-14
283
$230K 0.08%
+5,558
284
$229K 0.08%
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-157
285
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1,494
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286
$224K 0.08%
+1,029
287
$223K 0.08%
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288
$220K 0.08%
26,993
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289
$216K 0.08%
3,460
-7
290
$216K 0.08%
1,485
291
$214K 0.07%
2,973
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292
$214K 0.07%
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293
$212K 0.07%
4,049
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294
$210K 0.07%
1,229
-5,557
295
$209K 0.07%
9,554
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296
$205K 0.07%
+6,672
297
$202K 0.07%
+2,925
298
$199K 0.07%
22,979
+3,513
299
$195K 0.07%
35,000
300
$186K 0.06%
17,686
+1,695
10 11
12
13 14