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
$243M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1 +$8.32M
2 +$4.7M
3 +$3.32M
4
MSFT icon
Microsoft
MSFT
+$2.17M
5
NVDA icon
NVIDIA
NVDA
+$1.62M

Top Sells

1 +$3.18M
2 +$2.92M
3 +$2.89M
4
AMLP icon
Alerian MLP ETF
AMLP
+$1.73M
5
AIRR icon
First Trust RBA American Industrial Renaissance ETF
AIRR
+$1.72M

Sector Composition

1 Technology 19.55%
2 Consumer Discretionary 9.13%
3 Healthcare 8.42%
4 Financials 7.56%
5 Industrials 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-13,286