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
101
$792K 0.29%
22,710
+986
102
$782K 0.28%
16,024
+683
103
$782K 0.28%
12,482
-318
104
$779K 0.28%
2,530
-19
105
$775K 0.28%
14,087
+2,504
106
$770K 0.28%
10,087
+98
107
$766K 0.28%
14,364
+141
108
$758K 0.27%
4,385
+40
109
$756K 0.27%
20,018
+796
110
$749K 0.27%
7,210
+256
111
$738K 0.27%
4,216
-16
112
$733K 0.26%
7,175
+80
113
$732K 0.26%
5,253
-651
114
$728K 0.26%
17,656
-259
115
$726K 0.26%
6,203
+65
116
$724K 0.26%
7,810
-474
117
$719K 0.26%
8,017
+78
118
$717K 0.26%
3,338
+34
119
$713K 0.26%
3,149
+1,404
120
$710K 0.26%
13,919
+119
121
$702K 0.25%
4,041
-79
122
$699K 0.25%
4,381
+42
123
$693K 0.25%
6,905
+578
124
$692K 0.25%
14,073
+136
125
$687K 0.25%
+10,505
3 4
5
6 7