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
276
$279K 0.08%
7,175
-34
277
$277K 0.08%
6,938
-38
278
$274K 0.08%
547
-1,480
279
$274K 0.08%
3,847
-45
280
$274K 0.08%
1,339
+110
281
$274K 0.08%
3,435
+510
282
$272K 0.08%
2,395
-30
283
$271K 0.08%
19,007
+1,321
284
$270K 0.07%
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-13
285
$268K 0.07%
+8,481
286
$262K 0.07%
9,086
-370
287
$259K 0.07%
+4,910
288
$257K 0.07%
1,298
-4
289
$256K 0.07%
24,712
-72
290
$256K 0.07%
3,606
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291
$254K 0.07%
4,057
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292
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293
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27,398
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294
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5,078
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295
$245K 0.07%
4,048
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296
$244K 0.07%
+5,384
297
$240K 0.07%
7,797
-625
298
$240K 0.07%
4,689
-374
299
$239K 0.07%
4,774
-386
300
$239K 0.07%
+763
10 11
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