LCGC
Legacy Capital Group California Portfolio holdings
AUM
$413M
1-Year Est. Return
31.93%
This Fund
S&P 500
1 Year Est. Return
+31.93%
AUM
$413M
AUM Growth
+$20.2M
(+5.1%)
Holding
367
Top Buys
| 1 | +$5.86M | |
| 2 | +$2.81M | |
| 3 | +$1.92M | |
| 4 |
GeneDx Holdings
WGS
|
+$1.66M |
| 5 |
Rocket Lab Corp
RKLB
|
+$1.59M |
Top Sells
| 1 | +$1.93M | |
| 2 | +$1.86M | |
| 3 | +$1.52M | |
| 4 |
Uber
UBER
|
+$1.49M |
| 5 |
Microsoft
MSFT
|
+$1.48M |
Sector Composition
| 1 | Technology | 29.94% |
| 2 | Financials | 12.39% |
| 3 | Industrials | 6.88% |
| 4 | Healthcare | 6.85% |
| 5 | Consumer Discretionary | 4.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
Dutch Bros
BROS
$6.48B
| – | – |
-18,990
|
|
||
352
Chewy
CHWY
$10.5B
| – | – |
-31,891
|
|
||
353
Chipotle Mexican Grill
CMG
$44B
| – | – |
-21,540
|
|
||
354
Simplify Managed Futures Strategy ETF
CTA
$1.38B
| – | – |
-41,577
|
|
||
355
Calavo Growers
CVGW
$448M
| – | – |
-12,810
|
|
||
356
Enbridge
ENB
$117B
| – | – |
-5,715
|
|
||
357
HubSpot
HUBS
$13.6B
| – | – |
-1,951
|
|
||
358
Intuitive Surgical
ISRG
$172B
| – | – |
-901
|
|
||
359
Kennedy-Wilson Holdings
KW
$1.5B
| – | – |
-17,784
|
|
||
360
SAP
SAP
$221B
| – | – |
-2,668
|
|
||
361
Sigma Lithium
SGML
$1.42B
| – | – |
-23,469
|
|
||
|
362
Uber
UBER
$153B
| – | – |
-15,223
|
|
||
363
Upstart Holdings
UPST
$2.55B
| – | – |
-20,588
|
|
||
364
Waste Connections
WCN
$42.3B
| – | – |
-2,894
|
|
||
365
Zimmer Biomet
ZBH
$18.2B
| – | – |
-2,191
|
|
||
366
Corpay
CPAY
$22.3B
| – | – |
-1,944
|
|
||
|
SW
367
Smurfit Westrock
SW
$22.1B
| – | – |
-4,946
|
|