LCGC

Legacy Capital Group California Portfolio holdings

AUM $361M
1-Year Est. Return 29.82%
This Quarter Est. Return
1 Year Est. Return
+29.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$243M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$8.32M
2
+$4.7M
3
+$3.32M
4
MSFT icon
Microsoft
MSFT
+$2.17M
5
NVDA icon
NVIDIA
NVDA
+$1.62M

Top Sells

1
+$3.18M
2
+$2.92M
3
+$2.89M
4
AMLP icon
Alerian MLP ETF
AMLP
+$1.73M
5
AIRR icon
First Trust RBA American Industrial Renaissance ETF
AIRR
+$1.72M

Sector Composition

1 Technology 19.55%
2 Consumer Discretionary 9.13%
3 Healthcare 8.42%
4 Financials 7.56%
5 Industrials 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.52M 0.62%
29,200
-27
27
$1.47M 0.61%
29,071
-751
28
$1.4M 0.58%
20,231
+2,960
29
$1.38M 0.57%
+14,707
30
$1.38M 0.57%
27,428
-468
31
$1.36M 0.56%
9,773
+298
32
$1.34M 0.55%
3,404
+1,248
33
$1.31M 0.54%
+14,992
34
$1.26M 0.52%
+11,062
35
$1.25M 0.51%
+45,124
36
$1.24M 0.51%
13,102
+429
37
$1.23M 0.51%
+23,760
38
$1.22M 0.5%
+7,619
39
$1.2M 0.49%
8,262
+216
40
$1.19M 0.49%
+10,410
41
$1.19M 0.49%
+33,159
42
$1.12M 0.46%
22,214
+507
43
$1.11M 0.46%
9,288
-3,478
44
$1.11M 0.46%
21,195
+2,772
45
$1.1M 0.45%
+9,098
46
$1.1M 0.45%
31,034
+2,341
47
$1.07M 0.44%
+12,114
48
$1.04M 0.43%
+4,919
49
$1.04M 0.43%
6,255
+971
50
$1.03M 0.42%
29,298
+823
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2
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