LCGC
Legacy Capital Group California Portfolio holdings
AUM
$361M
1-Year Return
29.82%
This Quarter Return
+7.08%
1 Year Return
+29.82%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$328M
AUM Growth
+$27.4M
(+9.1%)
Cap. Flow
+$20.4M
Cap. Flow
% of AUM
6.21%
Top 10 Holdings %
Top 10 Hldgs %
31.48%
Holding
363
New
51
Increased
106
Reduced
164
Closed
32
Top Buys
| 1 |
NVIDIA
NVDA
|
$10.7M |
| 2 |
Rubrik
RBRK
|
$6.92M |
| 3 |
PIMCO Senior Loan Active Exchange-Traded Fund
LONZ
|
$2.59M |
| 4 |
iMGP DBi Managed Futures Strategy ETF
DBMF
|
$1.92M |
| 5 |
BondBloxx Bloomberg One Year Target Duration US Treasury ETF
XONE
|
$1.87M |
Top Sells
Sector Composition
| 1 | Technology | 28.32% |
| 2 | Financials | 11.77% |
| 3 | Consumer Discretionary | 6.61% |
| 4 | Industrials | 6.5% |
| 5 | Healthcare | 5.4% |
