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
$277M
AUM Growth
+$6.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$4.16M
2
+$1.88M
3
+$1.73M
4
HIMS icon
Hims & Hers Health
HIMS
+$1.4M
5
DELL icon
Dell
DELL
+$1.13M

Top Sells

1
+$4.24M
2
+$2.18M
3
+$1.31M
4
CI icon
Cigna
CI
+$1.26M
5
AEO icon
American Eagle Outfitters
AEO
+$1.19M

Sector Composition

1 Technology 23.97%
2 Financials 10.9%
3 Healthcare 7.86%
4 Industrials 7.44%
5 Consumer Discretionary 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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343
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