LCGC

Legacy Capital Group California Portfolio holdings

AUM $413M
1-Year Est. Return 31.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$361M
AUM Growth
+$73.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$3.11M
3
+$2.87M
4
CEG icon
Constellation Energy
CEG
+$2.15M
5
IBM icon
IBM
IBM
+$2.08M

Top Sells

1
+$2.81M
2
+$2.07M
3
+$1.75M
4
QQQE icon
Direxion Shares ETF Trust Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
+$1.52M
5
RTX icon
RTX Corp
RTX
+$969K

Sector Composition

1 Technology 28.99%
2 Financials 12.35%
3 Industrials 6.47%
4 Healthcare 5.23%
5 Communication Services 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.14M 0.59%
25,099
-687
27
$2.08M 0.58%
13,645
-160
28
$2.05M 0.57%
+21,878
29
$1.97M 0.55%
2,676
+41
30
$1.93M 0.53%
15,210
-304
31
$1.87M 0.52%
39,602
-453
32
$1.82M 0.5%
8,563
+6,925
33
$1.81M 0.5%
22,804
-8,954
34
$1.8M 0.5%
+305,550
35
$1.78M 0.49%
+85,472
36
$1.73M 0.48%
+37,272
37
$1.69M 0.47%
10,635
-283
38
$1.66M 0.46%
12,390
-120
39
$1.62M 0.45%
4,286
+3,354
40
$1.58M 0.44%
+3,104
41
$1.57M 0.43%
3,227
+102
42
$1.55M 0.43%
15,865
-7,885
43
$1.53M 0.42%
+4,549
44
$1.52M 0.42%
+5,891
45
$1.51M 0.42%
7,501
+3,471
46
$1.49M 0.41%
6,823
-662
47
$1.49M 0.41%
8,380
+19
48
$1.47M 0.41%
+12,741
49
$1.46M 0.4%
+8,273
50
$1.45M 0.4%
+6,930
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