LCGC

Legacy Capital Group California Portfolio holdings

AUM $393M
1-Year Est. Return 33.91%
This Quarter Est. Return
1 Year Est. Return
+33.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$287M
AUM Growth
-$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.29M
3
+$1.23M
4
NEM icon
Newmont
NEM
+$1.01M
5
MCO icon
Moody's
MCO
+$944K

Top Sells

1
+$6.02M
2
+$2.9M
3
+$2.18M
4
CAVA icon
CAVA Group
CAVA
+$2.14M
5
NVDA icon
NVIDIA
NVDA
+$2.09M

Sector Composition

1 Technology 28.04%
2 Financials 11.36%
3 Healthcare 6.43%
4 Industrials 5.98%
5 Communication Services 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.67M 0.58%
40,055
+16,886
27
$1.66M 0.58%
3,125
+263
28
$1.65M 0.58%
+17,242
29
$1.6M 0.56%
7,757
+1,826
30
$1.6M 0.56%
22,004
-151
31
$1.54M 0.54%
31,850
+20,957
32
$1.52M 0.53%
2,635
+49
33
$1.52M 0.53%
17,409
+193
34
$1.45M 0.5%
17,271
+488
35
$1.39M 0.49%
3,186
+1,669
36
$1.31M 0.46%
8,361
-124
37
$1.27M 0.44%
21,326
+1,394
38
$1.25M 0.43%
3,255
+789
39
$1.24M 0.43%
13,812
+553
40
$1.23M 0.43%
41,531
-33,474
41
$1.23M 0.43%
26,763
-252
42
$1.17M 0.41%
8,193
-116
43
$1.17M 0.41%
12,510
-17,120
44
$1.16M 0.4%
37,877
-2,287
45
$1.13M 0.39%
44,703
-28,690
46
$1.11M 0.39%
3,780
-37
47
$1.11M 0.39%
4,086
+122
48
$1.1M 0.38%
36,042
+898
49
$1.09M 0.38%
20,821
+6,450
50
$1.08M 0.38%
9,738
+284
1
2
3 4 5