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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
$361M
AUM Growth
+$73.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$3.11M
3
+$2.87M
4
CEG icon
Constellation Energy
CEG
+$2.15M
5
IBM icon
IBM
IBM
+$2.08M

Top Sells

1
+$2.81M
2
+$2.07M
3
+$1.75M
4
QQQE icon
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
+$1.52M
5
RTX icon
RTX Corp
RTX
+$969K

Sector Composition

1 Technology 28.99%
2 Financials 12.35%
3 Industrials 6.47%
4 Healthcare 5.23%
5 Communication Services 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$45.1K 0.01%
+10,031
327
$15.1K ﹤0.01%
+14,388
328
– –
-1,485
329
– –
-14,660
330
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-9,554
331
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-34,747
332
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333
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334
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-7,548
335
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336
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337
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-8,366
338
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-26,993
339
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-4,049
340
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-12,611
341
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342
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343
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344
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-17,409
348
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-4,877
350
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