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
$277M
AUM Growth
+$6.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$4.27M
2
+$1.93M
3
+$1.74M
4
HIMS icon
Hims & Hers Health
HIMS
+$1.7M
5
DELL icon
Dell
DELL
+$1.17M

Top Sells

1
+$4.24M
2
+$2.19M
3
+$1.31M
4
CI icon
Cigna
CI
+$1.26M
5
AEO icon
American Eagle Outfitters
AEO
+$1.19M

Sector Composition

1 Technology 24.36%
2 Financials 10.51%
3 Healthcare 7.86%
4 Industrials 7.44%
5 Consumer Discretionary 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.22M 0.44%
41,331
+447
52
$1.19M 0.43%
7,340
-319
53
$1.17M 0.42%
15,000
-938
54
$1.17M 0.42%
4,596
+3,797
55
$1.17M 0.42%
+8,453
56
$1.15M 0.41%
26,419
-1,056
57
$1.13M 0.41%
3,895
-8
58
$1.12M 0.4%
6,373
-217
59
$1.12M 0.4%
28,863
+278
60
$1.1M 0.4%
10,620
+92
61
$1.09M 0.39%
35,921
-1,606
62
$1.07M 0.39%
10,125
-443
63
$1.05M 0.38%
16,596
+169
64
$1.04M 0.38%
8,425
-368
65
$1.04M 0.37%
7,363
+534
66
$1.03M 0.37%
3,984
+41
67
$1.02M 0.37%
10,385
-6,764
68
$1.01M 0.36%
2,368
-76
69
$1M 0.36%
1,528
-51
70
$996K 0.36%
+24,053
71
$972K 0.35%
+32,234
72
$962K 0.35%
22,472
+232
73
$959K 0.35%
20,179
+1,187
74
$955K 0.34%
3,057
+33
75
$952K 0.34%
12,099
+1,633
1 2
3
4 5