LCGC

Legacy Capital Group California Portfolio holdings

AUM $263M
1-Year Est. Return 37.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$393M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.87M
3
+$1.32M
4
EQT icon
EQT Corp
EQT
+$1.02M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.02M

Top Sells

1
+$4.68M
2
+$1.96M
3
+$1.32M
4
ROOT icon
Root
ROOT
+$1.31M
5
DUOL icon
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
$1.59M 0.41%
23,299
+7,917
52
$1.56M 0.4%
8,416
-5,229
53
$1.55M 0.4%
7,921
+128
54
$1.52M 0.39%
6,932
-78
55
$1.51M 0.38%
3,070
-34
56
$1.5M 0.38%
24,236
+2,236
57
$1.49M 0.38%
6,325
-2,448
58
$1.49M 0.38%
15,223
-173
59
$1.48M 0.38%
6,852
-78
60
$1.46M 0.37%
21,755
-251
61
$1.45M 0.37%
27,752
+141
62
$1.43M 0.37%
10,710
-2,203
63
$1.41M 0.36%
17,235
-8,752
64
$1.4M 0.36%
2,781
-446
65
$1.38M 0.35%
4,055
+45
66
$1.35M 0.34%
8,367
+1,763
67
$1.35M 0.34%
14,181
+343
68
$1.31M 0.33%
10,960
-1,430
69
$1.29M 0.33%
24,911
+1,043
70
$1.29M 0.33%
31,891
-340
71
$1.29M 0.33%
4,612
-1,302
72
$1.28M 0.33%
36,329
-445
73
$1.24M 0.32%
45,464
-408
74
$1.24M 0.32%
+42,353
75
$1.2M 0.31%
2,512
+13
1 2
3
4 5