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
301
$262K 0.07%
4,597
+549
302
$258K 0.07%
5,394
-870
303
$257K 0.07%
4,821
-89
304
$247K 0.06%
5,068
-10
305
$242K 0.06%
+2,899
306
$240K 0.06%
7,792
-5
307
$240K 0.06%
4,687
-2
308
$240K 0.06%
5,199
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309
$240K 0.06%
4,771
-3
310
$238K 0.06%
4,666
-2
311
$238K 0.06%
+3,482
312
$237K 0.06%
1,003
+19
313
$234K 0.06%
1,666
+90
314
$233K 0.06%
+9,397
315
$232K 0.06%
4,273
-1,346
316
$232K 0.06%
346
317
$226K 0.06%
+296
318
$222K 0.06%
3,190
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319
$216K 0.06%
669
-94
320
$216K 0.06%
+2,191
321
$213K 0.05%
1,784
-857
322
$211K 0.05%
4,946
+82
323
$201K 0.05%
1,043
+19
324
$190K 0.05%
35,000
325
$150K 0.04%
23,469
+13,438
11 12
13
14 15