LCGC

Legacy Capital Group California Portfolio holdings

AUM $361M
1-Year Est. Return 29.82%
This Quarter Est. Return
1 Year Est. Return
+29.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$243M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$8.32M
2
+$4.7M
3
+$3.32M
4
MSFT icon
Microsoft
MSFT
+$2.17M
5
NVDA icon
NVIDIA
NVDA
+$1.62M

Top Sells

1
+$3.18M
2
+$2.92M
3
+$2.89M
4
AMLP icon
Alerian MLP ETF
AMLP
+$1.73M
5
AIRR icon
First Trust RBA American Industrial Renaissance ETF
AIRR
+$1.72M

Sector Composition

1 Technology 19.55%
2 Consumer Discretionary 9.13%
3 Healthcare 8.42%
4 Financials 7.56%
5 Industrials 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.02M 0.42%
5,069
+130
52
$1.01M 0.41%
+7,264
53
$1.01M 0.41%
3,586
+781
54
$1.01M 0.41%
19,436
+2,749
55
$1M 0.41%
+14,259
56
$1M 0.41%
2,474
+69
57
$990K 0.41%
+2,615
58
$990K 0.41%
5,139
+1,195
59
$985K 0.41%
+4,661
60
$982K 0.4%
+11,736
61
$975K 0.4%
+2,758
62
$975K 0.4%
+12,626
63
$975K 0.4%
11,693
+2,257
64
$945K 0.39%
16,395
+983
65
$940K 0.39%
2,199
+31
66
$937K 0.39%
27,487
+757
67
$932K 0.38%
10,434
+3,101
68
$930K 0.38%
+11,087
69
$914K 0.38%
11,222
+383
70
$908K 0.37%
7,625
+208
71
$907K 0.37%
3,028
+73
72
$904K 0.37%
3,675
+102
73
$862K 0.35%
19,025
+537
74
$857K 0.35%
14,412
+364
75
$851K 0.35%
41,967
+5,993
1 2
3
4 5