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
$277M
AUM Growth
+$6.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$4.27M
2
+$1.93M
3
+$1.74M
4
HIMS icon
Hims & Hers Health
HIMS
+$1.7M
5
DELL icon
Dell
DELL
+$1.17M

Top Sells

1
+$4.24M
2
+$2.19M
3
+$1.31M
4
CI icon
Cigna
CI
+$1.26M
5
AEO icon
American Eagle Outfitters
AEO
+$1.19M

Sector Composition

1 Technology 24.36%
2 Financials 10.51%
3 Healthcare 7.86%
4 Industrials 7.44%
5 Consumer Discretionary 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.93M 0.7%
+32,683
27
$1.91M 0.69%
10,490
-3,242
28
$1.89M 0.68%
2,226
+681
29
$1.87M 0.67%
9,368
-2,692
30
$1.84M 0.66%
47,893
-997
31
$1.8M 0.65%
5,410
-68
32
$1.78M 0.64%
19,166
-851
33
$1.73M 0.62%
47,904
+905
34
$1.7M 0.61%
+84,167
35
$1.68M 0.6%
1,853
-39
36
$1.65M 0.59%
8,150
+109
37
$1.64M 0.59%
8,962
-809
38
$1.63M 0.59%
15,300
+90
39
$1.62M 0.59%
8,235
-267
40
$1.59M 0.57%
7,539
-338
41
$1.5M 0.54%
44,882
-956
42
$1.44M 0.52%
14,526
+2,515
43
$1.44M 0.52%
3,259
-73
44
$1.42M 0.51%
21,029
+449
45
$1.35M 0.49%
2,308
-206
46
$1.35M 0.49%
2,422
-336
47
$1.33M 0.48%
27,018
-1,203
48
$1.31M 0.47%
8,614
+60
49
$1.29M 0.46%
4,758
-151
50
$1.28M 0.46%
5,430
-57
1
2
3 4 5