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 | |
|---|---|---|---|---|---|---|
26
Walt Disney
DIS
$179B
| $2.66M | 0.64% |
23,349
-2,864
|
|
||
27
Palantir
PLTR
$361B
| $2.6M | 0.63% |
14,617
+10,628
|
|
||
28
Amazon
AMZN
$2.3T
| $2.53M | 0.61% |
10,942
-122
|
|
||
|
OKLO
29
Oklo
OKLO
$9.59B
| $2.43M | 0.59% |
33,848
-4,886
|
|
||
30
Robinhood
HOOD
$70.7B
| $2.42M | 0.59% |
21,435
-207
|
|
||
31
General Dynamics
GD
$96.1B
| $2.35M | 0.57% |
6,975
+2,920
|
|
||
32
Alphabet (Google) Class C
GOOG
$3.71T
| $2.34M | 0.57% |
7,455
-511
|
|
||
33
Accenture
ACN
$124B
| $2.32M | 0.56% |
8,656
+190
|
|
||
34
GE Aerospace
GE
$342B
| $2.31M | 0.56% |
7,490
+1,668
|
|
||
35
Cardinal Health
CAH
$51.1B
| $2.29M | 0.55% |
11,137
-1,216
|
|
||
36
Newmont
NEM
$129B
| $2.19M | 0.53% |
21,981
-5,062
|
|
||
37
State Street Technology Select Sector SPDR ETF
XLK
$88.3B
| $2.09M | 0.51% |
14,507
-605
|
|
||
38
Bank of America
BAC
$348B
| $2.08M | 0.5% |
37,847
+15,206
|
|
||
39
Capital One
COF
$115B
| $2.05M | 0.5% |
8,452
-58
|
|
||
40
Johnson & Johnson
JNJ
$587B
| $2.04M | 0.49% |
9,853
+1,437
|
|
||
41
Qualcomm
QCOM
$144B
| $2.02M | 0.49% |
11,781
+135
|
|
||
|
42
Rocket Lab Corp
RKLB
$39.1B
| $1.94M | 0.47% |
+27,742
|
|
||
43
Tenet Healthcare
THC
$20.6B
| $1.93M | 0.47% |
9,733
+1,532
|
|
||
44
Carvana
CVNA
$45.5B
| $1.88M | 0.45% |
4,445
-49
|
|
||
45
Tesla
TSLA
$1.5T
| $1.87M | 0.45% |
4,160
+223
|
|
||
46
UBS Group
UBS
$120B
| $1.83M | 0.44% |
39,471
+239
|
|
||
47
Cisco
CSCO
$307B
| $1.79M | 0.43% |
23,214
-85
|
|
||
48
Micron Technology
MU
$454B
| $1.78M | 0.43% |
6,222
-3,902
|
|
||
49
Quanta Services
PWR
$84.4B
| $1.77M | 0.43% |
4,202
-35
|
|
||
50
Walmart Inc
WMT
$997B
| $1.76M | 0.43% |
15,840
-84
|
|