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
101
$743K 0.26%
16,379
-171
102
$743K 0.26%
3,136
+3
103
$725K 0.25%
3,802
-130
104
$716K 0.25%
2,635
-25
105
$704K 0.25%
7,813
-62
106
$704K 0.25%
17,175
-29,286
107
$692K 0.24%
1,984
-39
108
$690K 0.24%
4,119
+142
109
$685K 0.24%
2,959
-31
110
$684K 0.24%
7,163
+3,863
111
$682K 0.24%
7,071
+2,186
112
$679K 0.24%
34,747
-186
113
$679K 0.24%
11,490
-107
114
$678K 0.24%
6,604
115
$675K 0.24%
713
-1,483
116
$673K 0.23%
7,272
-55
117
$669K 0.23%
5,967
-60
118
$665K 0.23%
6,492
+330
119
$657K 0.23%
2,447
-12
120
$653K 0.23%
40,837
-234
121
$648K 0.23%
2,934
-135
122
$644K 0.22%
4,410
+1,975
123
$637K 0.22%
15,494
-539
124
$632K 0.22%
24,939
+5,124
125
$630K 0.22%
40,835
+6,011
3 4
5
6 7