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
76
$1.19M 0.3%
12,744
+981
77
$1.19M 0.3%
41,832
+2,076
78
$1.18M 0.3%
28,240
+533
79
$1.17M 0.3%
10,350
-3,911
80
$1.17M 0.3%
22,641
-16,961
81
$1.16M 0.3%
41,577
-215
82
$1.16M 0.3%
22,971
-38,997
83
$1.16M 0.29%
21,485
+1,112
84
$1.16M 0.29%
6,914
-229
85
$1.14M 0.29%
27,230
+1,764
86
$1.14M 0.29%
2,699
+11
87
$1.13M 0.29%
4,748
+1,448
88
$1.12M 0.28%
3,168
+1,025
89
$1.12M 0.28%
14,809
+92
90
$1.11M 0.28%
23,607
+1,570
91
$1.1M 0.28%
16,458
-2,851
92
$1.07M 0.27%
4,355
-32
93
$1.06M 0.27%
19,134
+8,031
94
$1.05M 0.27%
+19,372
95
$1.05M 0.27%
6,498
+459
96
$1.05M 0.27%
20,588
-215
97
$1.04M 0.27%
19,254
-1,454
98
$1.04M 0.26%
4,773
-696
99
$1.04M 0.26%
50,121
+869
100
$1.03M 0.26%
17,226
+91
2 3
4
5 6