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LCGC
Legacy Capital Group California Portfolio holdings
AUM
$263M
1-Year Est. Return
37.78%
This Fund
S&P 500
1 Year Est. Return
+37.78%
AUM
$263M
AUM Growth
-$150M
(-36%)
Holding
375
Top Buys
| 1 | +$2M | |
| 2 | +$1.14M | |
| 3 | +$1.04M | |
| 4 |
Cognizant
CTSH
|
+$1.01M |
| 5 |
Marvell Technology
MRVL
|
+$963K |
Top Sells
| 1 | +$15.8M | |
| 2 | +$13.9M | |
| 3 | +$10.3M | |
| 4 |
Advanced Micro Devices
AMD
|
+$6.41M |
| 5 |
Janus Henderson AAA CLO ETF
JAAA
|
+$3.66M |
Sector Composition
| 1 | Technology | 23.87% |
| 2 | Financials | 10% |
| 3 | Healthcare | 7.37% |
| 4 | Industrials | 6.77% |
| 5 | Energy | 5.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
Marvell Technology
MRVL
$233B
| $1.14M | 0.43% |
+11,464
|
|
||
52
Jabil
JBL
$38.2B
| $1.14M | 0.43% |
4,274
-468
|
|
||
53
iShares MSCI Singapore ETF
EWS
$856M
| $1.13M | 0.43% |
40,122
-1,612
|
|
||
54
IBM
IBM
$261B
| $1.13M | 0.43% |
4,642
-7,647
|
|
||
55
Broadcom
AVGO
$1.87T
| $1.1M | 0.42% |
3,563
+1,024
|
|
||
56
Micron Technology
MU
$1.06T
| $1.1M | 0.42% |
3,263
-2,959
|
|
||
57
iShares MSCI Sweden ETF
EWD
$309M
| $1.1M | 0.42% |
22,558
-1,092
|
|
||
58
Cboe Global Markets
CBOE
$30.4B
| $1.09M | 0.42% |
3,888
-564
|
|
||
59
Cummins
CMI
$92.3B
| $1.08M | 0.41% |
2,016
-674
|
|
||
60
Seagate
STX
$191B
| $1.08M | 0.41% |
2,766
-2,841
|
|
||
61
Simplify Managed Futures Strategy ETF
CTA
$1.56B
| $1.08M | 0.41% |
+35,840
|
|
||
62
Lam Research
LRCX
$409B
| $1.08M | 0.41% |
5,069
-3,827
|
|
||
63
Pfizer
PFE
$146B
| $1.08M | 0.41% |
38,519
+14,317
|
|
||
64
Goldman Sachs
GS
$304B
| $1.07M | 0.41% |
1,267
-2,827
|
|
||
65
Amazon
AMZN
$2.63T
| $1.05M | 0.4% |
5,039
-5,903
|
|
||
66
Archer Daniels Midland
ADM
$38.6B
| $1.05M | 0.4% |
14,400
-4,073
|
|
||
67
Accenture
ACN
$107B
| $1.05M | 0.4% |
5,276
-3,380
|
|
||
68
Chevron
CVX
$372B
| $1.03M | 0.39% |
4,983
-942
|
|
||
69
EQT Corp
EQT
$33B
| $1.02M | 0.39% |
16,038
-2,309
|
|
||
70
iShares Dow Jones US ETF
IYY
$2.94B
| $1M | 0.38% |
6,341
+14
|
|
||
71
SM Energy
SM
$7.45B
| $974K | 0.37% |
+31,237
|
|
||
72
Vertex Pharmaceuticals
VRTX
$113B
| $973K | 0.37% |
2,180
-322
|
|
||
73
Pinduoduo
PDD
$117B
| $963K | 0.37% |
9,423
+6,331
|
|
||
74
Salesforce
CRM
$144B
| $961K | 0.37% |
5,148
+300
|
|
||
75
Intuit
INTU
$80.4B
| $955K | 0.36% |
2,210
+764
|
|