LCGC
Legacy Capital Group California Portfolio holdings
AUM
$393M
1-Year Est. Return
33.91%
1 Year Est. Return
+33.91%
AUM
$393M
AUM Growth
+$31.6M
(+8.8%)
Holding
357
Top Buys
| 1 | +$2.08M | |
| 2 | +$1.77M | |
| 3 | +$1.34M | |
| 4 |
Viasat
VSAT
|
+$1.24M |
| 5 |
Micron Technology
MU
|
+$1.19M |
Top Sells
| 1 | +$4.69M | |
| 2 | +$1.97M | |
| 3 | +$1.32M | |
| 4 |
Root
ROOT
|
+$1.31M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
51
Cisco
CSCO
$317B
| $1.59M | 0.41% |
23,299
+7,917
|
|
||
52
Johnson & Johnson
JNJ
$498B
| $1.56M | 0.4% |
8,416
-5,229
|
|
||
53
Howmet Aerospace
HWM
$77.4B
| $1.55M | 0.4% |
7,921
+128
|
|
||
54
Grand Canyon Education
LOPE
$4.36B
| $1.52M | 0.39% |
6,932
-78
|
|
||
55
CrowdStrike
CRWD
$131B
| $1.51M | 0.38% |
3,070
-34
|
|
||
56
iShare MSCI Eurozone ETF
EZU
$8.65B
| $1.5M | 0.38% |
24,236
+2,236
|
|
||
57
Seagate
STX
$65.1B
| $1.49M | 0.38% |
6,325
-2,448
|
|
||
58
Uber
UBER
$175B
| $1.49M | 0.38% |
15,223
-173
|
|
||
59
Boeing
BA
$156B
| $1.48M | 0.38% |
6,852
-78
|
|
||
60
Monster Beverage
MNST
$72.2B
| $1.46M | 0.37% |
21,755
-251
|
|
||
61
HF Sinclair
DINO
$9.25B
| $1.45M | 0.37% |
27,752
+141
|
|
||
62
Lam Research
LRCX
$211B
| $1.43M | 0.37% |
10,710
-2,203
|
|
||
63
Corning
GLW
$80.8B
| $1.41M | 0.36% |
17,235
-8,752
|
|
||
64
Berkshire Hathaway Class B
BRK.B
$1.06T
| $1.4M | 0.36% |
2,781
-446
|
|
||
65
General Dynamics
GD
$92.4B
| $1.38M | 0.35% |
4,055
+45
|
|
||
66
Advanced Micro Devices
AMD
$360B
| $1.35M | 0.34% |
8,367
+1,763
|
|
||
67
Medtronic
MDT
$129B
| $1.35M | 0.34% |
14,181
+343
|
|
||
68
Netflix
NFLX
$393B
| $1.31M | 0.33% |
10,960
-1,430
|
|
||
69
iShares MSCI Italy ETF
EWI
$687M
| $1.29M | 0.33% |
24,911
+1,043
|
|
||
70
Chewy
CHWY
$14.7B
| $1.29M | 0.33% |
31,891
-340
|
|
||
71
TSMC
TSM
$1.61T
| $1.29M | 0.33% |
4,612
-1,302
|
|
||
72
T. Rowe Price Small-Mid Cap ETF
TMSL
$1.17B
| $1.28M | 0.33% |
36,329
-445
|
|
||
73
iMGP DBi Managed Futures Strategy ETF
DBMF
$2.02B
| $1.24M | 0.32% |
45,464
-408
|
|
||
|
74
Viasat
VSAT
$5.04B
| $1.24M | 0.32% |
+42,353
|
|
||
75
Caterpillar
CAT
$288B
| $1.2M | 0.31% |
2,512
+13
|
|