LCGC

Legacy Capital Group California Portfolio holdings

AUM $393M
1-Year Est. Return 33.91%
This Quarter Est. Return
1 Year Est. Return
+33.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$287M
AUM Growth
-$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.29M
3
+$1.23M
4
NEM icon
Newmont
NEM
+$1.01M
5
MCO icon
Moody's
MCO
+$944K

Top Sells

1
+$6.02M
2
+$2.9M
3
+$2.18M
4
CAVA icon
CAVA Group
CAVA
+$2.14M
5
NVDA icon
NVIDIA
NVDA
+$2.09M

Sector Composition

1 Technology 28.04%
2 Financials 11.36%
3 Healthcare 6.43%
4 Industrials 5.98%
5 Communication Services 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$896K 0.31%
1,460
-9
77
$893K 0.31%
5,078
-100
78
$891K 0.31%
+37,480
79
$884K 0.31%
21,002
+792
80
$867K 0.3%
2,767
-29
81
$866K 0.3%
4,554
-113
82
$860K 0.3%
14,096
+7,528
83
$859K 0.3%
9,881
-54
84
$855K 0.3%
+6,051
85
$852K 0.3%
19,493
-3,220
86
$847K 0.3%
2,568
-1,413
87
$837K 0.29%
13,756
+1,400
88
$836K 0.29%
17,417
+2,767
89
$834K 0.29%
4,030
-43
90
$831K 0.29%
+2,539
91
$824K 0.29%
4,007
-113
92
$814K 0.28%
14,060
-111
93
$812K 0.28%
6,125
-68
94
$808K 0.28%
1,670
-4
95
$803K 0.28%
8,092
+204
96
$784K 0.27%
3,026
+872
97
$770K 0.27%
5,662
-56
98
$766K 0.27%
9,018
-920
99
$765K 0.27%
4,647
-23
100
$757K 0.26%
6,781
-67
2 3
4
5 6