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
276
$323K 0.08%
3,343
-92
277
$322K 0.08%
8,919
+438
278
$318K 0.08%
10,127
+2,087
279
$318K 0.08%
1,794
+178
280
$317K 0.08%
10,187
+720
281
$316K 0.08%
3,527
+1,324
282
$313K 0.08%
1,222
+252
283
$313K 0.08%
2,037
+206
284
$312K 0.08%
12,017
-4
285
$311K 0.08%
1,238
+19
286
$310K 0.08%
4,738
+1,175
287
$310K 0.08%
+3,404
288
$307K 0.08%
5,356
-1,140
289
$307K 0.08%
1,506
+167
290
$305K 0.08%
7,146
+1,756
291
$295K 0.08%
609
+39
292
$294K 0.07%
1,322
+24
293
$291K 0.07%
10,091
+568
294
$288K 0.07%
5,715
+331
295
$286K 0.07%
5,758
-1
296
$281K 0.07%
7,292
+117
297
$280K 0.07%
9,086
298
$273K 0.07%
572
+25
299
$272K 0.07%
1,802
+144
300
$267K 0.07%
+46,680
10 11
12
13 14