LCGC
Legacy Capital Group California Portfolio holdings
AUM
$413M
1-Year Est. Return
31.93%
This Fund
S&P 500
1 Year Est. Return
+31.93%
AUM
$413M
AUM Growth
+$20.2M
(+5.1%)
Holding
367
Top Buys
| 1 | +$5.86M | |
| 2 | +$2.81M | |
| 3 | +$1.92M | |
| 4 |
GeneDx Holdings
WGS
|
+$1.66M |
| 5 |
Rocket Lab Corp
RKLB
|
+$1.59M |
Top Sells
| 1 | +$1.93M | |
| 2 | +$1.86M | |
| 3 | +$1.52M | |
| 4 |
Uber
UBER
|
+$1.49M |
| 5 |
Microsoft
MSFT
|
+$1.48M |
Sector Composition
| 1 | Technology | 29.94% |
| 2 | Financials | 12.39% |
| 3 | Industrials | 6.88% |
| 4 | Healthcare | 6.85% |
| 5 | Consumer Discretionary | 4.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares MSCI EAFE ETF
EFA
$72.9B
| $1.74M | 0.42% |
18,136
+5,392
|
|
||
52
Monster Beverage
MNST
$74.4B
| $1.73M | 0.42% |
22,619
+864
|
|
||
53
Angel Oak Income ETF
CARY
$982M
| $1.72M | 0.42% |
82,414
-2,418
|
|
||
54
General Motors
GM
$67.6B
| $1.71M | 0.41% |
21,004
+14,150
|
|
||
55
Celsius Holdings
CELH
$11.7B
| $1.67M | 0.41% |
36,544
-293
|
|
||
56
Howmet Aerospace
HWM
$101B
| $1.63M | 0.39% |
7,948
+27
|
|
||
57
iShare MSCI Eurozone ETF
EZU
$9.52B
| $1.59M | 0.39% |
24,833
+597
|
|
||
58
Corning
GLW
$115B
| $1.59M | 0.39% |
18,155
+920
|
|
||
|
59
GeneDx Holdings
WGS
$2.53B
| $1.57M | 0.38% |
+12,073
|
|
||
60
Allstate
ALL
$53.8B
| $1.57M | 0.38% |
7,530
+50
|
|
||
61
Seagate
STX
$87B
| $1.54M | 0.37% |
5,607
-718
|
|
||
62
Medtronic
MDT
$114B
| $1.54M | 0.37% |
15,996
+1,815
|
|
||
63
Lam Research
LRCX
$275B
| $1.52M | 0.37% |
8,896
-1,814
|
|
||
64
Boeing
BA
$170B
| $1.47M | 0.36% |
6,792
-60
|
|
||
65
Viasat
VSAT
$6.25B
| $1.45M | 0.35% |
42,103
-250
|
|
||
66
CrowdStrike
CRWD
$112B
| $1.42M | 0.35% |
3,038
-32
|
|
||
67
Berkshire Hathaway Class B
BRK.B
$1.06T
| $1.41M | 0.34% |
2,805
+24
|
|
||
68
Cummins
CMI
$77B
| $1.37M | 0.33% |
2,690
-9
|
|
||
69
SoFi Technologies
SOFI
$23.3B
| $1.35M | 0.33% |
+51,460
|
|
||
70
TSMC
TSM
$1.85T
| $1.34M | 0.32% |
4,408
-204
|
|
||
71
Regeneron Pharmaceuticals
REGN
$82.1B
| $1.32M | 0.32% |
+1,716
|
|
||
72
Tapestry
TPR
$29.9B
| $1.32M | 0.32% |
10,316
-34
|
|
||
73
Lemonade
LMND
$4.16B
| $1.3M | 0.32% |
+18,280
|
|
||
74
iShares MSCI Italy ETF
EWI
$629M
| $1.3M | 0.31% |
23,871
-1,040
|
|
||
75
Salesforce
CRM
$178B
| $1.28M | 0.31% |
4,848
+100
|
|