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
76
$952K 0.34%
2,340
+180
77
$949K 0.34%
1,406
-1,348
78
$942K 0.34%
23,682
+198
79
$935K 0.34%
37,432
+411
80
$928K 0.33%
15,708
+5,165
81
$927K 0.33%
15,327
+181
82
$908K 0.33%
2,429
+22
83
$898K 0.32%
106,179
-4,704
84
$877K 0.32%
28,316
+14,435
85
$875K 0.32%
23,985
+14,582
86
$870K 0.31%
2,776
+32
87
$868K 0.31%
6,283
-217
88
$867K 0.31%
24,020
-836
89
$857K 0.31%
7,316
+69
90
$849K 0.31%
34,618
+1,448
91
$828K 0.3%
2,989
+30
92
$826K 0.3%
6,565
+283
93
$826K 0.3%
23,027
+919
94
$823K 0.3%
5,291
+3,348
95
$816K 0.29%
17,302
-552
96
$815K 0.29%
9,122
+74
97
$814K 0.29%
12,632
+501
98
$811K 0.29%
34,366
-1,465
99
$797K 0.29%
37,637
+365
100
$796K 0.29%
5,379
+51
2 3
4
5 6