LCGC
Legacy Capital Group California Portfolio holdings
AUM
$393M
1-Year Est. Return
33.91%
1 Year Est. Return
+33.91%
AUM
$393M
AUM Growth
+$31.6M
(+8.8%)
Holding
357
Top Buys
| 1 | +$2.08M | |
| 2 | +$1.77M | |
| 3 | +$1.34M | |
| 4 |
Viasat
VSAT
|
+$1.24M |
| 5 |
Micron Technology
MU
|
+$1.19M |
Top Sells
| 1 | +$4.69M | |
| 2 | +$1.97M | |
| 3 | +$1.32M | |
| 4 |
Root
ROOT
|
+$1.31M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
351
Pinduoduo
PDD
$164B
| – | – |
-2,230
|
|
||
352
Primerica
PRI
$8.12B
| – | – |
-814
|
|
||
353
Regency Centers
REG
$12.3B
| – | – |
-3,847
|
|
||
|
354
Root
ROOT
$1.3B
| – | – |
-10,220
|
|
||
355
Shell
SHEL
$208B
| – | – |
-4,273
|
|
||
356
Invesco S&P 500 Low Volatility ETF
SPLV
$7.43B
| – | – |
-6,487
|
|
||
357
Zoetis
ZTS
$52B
| – | – |
-5,032
|
|