LCGC

Legacy Capital Group California Portfolio holdings

AUM $263M
1-Year Est. Return 37.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$393M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.87M
3
+$1.32M
4
EQT icon
EQT Corp
EQT
+$1.02M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.02M

Top Sells

1
+$4.68M
2
+$1.96M
3
+$1.32M
4
ROOT icon
Root
ROOT
+$1.31M
5
DUOL icon
Duolingo
DUOL
+$1.2M

Sector Composition

1 Technology 30.99%
2 Financials 11.73%
3 Industrials 6.14%
4 Healthcare 5.56%
5 Consumer Discretionary 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.43M 0.62%
11,064
-148
27
$2.28M 0.58%
27,043
+4,344
28
$2.13M 0.54%
15,112
-98
29
$2.12M 0.54%
36,837
-435
30
$2.09M 0.53%
8,466
+7,188
31
$2.08M 0.53%
+75,847
32
$1.98M 0.5%
2,692
+16
33
$1.94M 0.49%
7,966
-414
34
$1.94M 0.49%
12,353
+8,535
35
$1.94M 0.49%
11,646
+1,011
36
$1.93M 0.49%
301,840
-3,710
37
$1.91M 0.49%
22,808
+4
38
$1.87M 0.48%
2,610
-9
39
$1.81M 0.46%
8,510
-53
40
$1.77M 0.45%
84,832
-640
41
$1.76M 0.45%
4,237
-49
42
$1.75M 0.45%
5,822
-69
43
$1.75M 0.45%
3,937
+1,663
44
$1.7M 0.43%
4,494
-55
45
$1.69M 0.43%
10,124
+7,134
46
$1.69M 0.43%
6,002
-821
47
$1.67M 0.42%
8,201
-72
48
$1.64M 0.42%
15,924
+59
49
$1.61M 0.41%
39,232
+524
50
$1.61M 0.41%
7,480
-21
1
2
3 4 5