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
$243M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$8.32M
2
+$4.7M
3
+$3.32M
4
MSFT icon
Microsoft
MSFT
+$2.17M
5
NVDA icon
NVIDIA
NVDA
+$1.62M

Top Sells

1
+$3.18M
2
+$2.92M
3
+$2.89M
4
AMLP icon
Alerian MLP ETF
AMLP
+$1.73M
5
AIRR icon
First Trust RBA American Industrial Renaissance ETF
AIRR
+$1.72M

Sector Composition

1 Technology 19.55%
2 Consumer Discretionary 9.13%
3 Healthcare 8.42%
4 Financials 7.56%
5 Industrials 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$577K 0.24%
13,619
+375
127
$572K 0.24%
16,975
+471
128
$570K 0.23%
3,464
+99
129
$568K 0.23%
13,570
+134
130
$563K 0.23%
6,952
+2,688
131
$561K 0.23%
+13,216
132
$556K 0.23%
+6,513
133
$555K 0.23%
3,200
+86
134
$552K 0.23%
12,900
+300
135
$551K 0.23%
+6,863
136
$546K 0.22%
3,595
+622
137
$542K 0.22%
413
+20
138
$540K 0.22%
+3,195
139
$540K 0.22%
7,778
+210
140
$539K 0.22%
+9,984
141
$537K 0.22%
+13,179
142
$537K 0.22%
+12,542
143
$533K 0.22%
4,678
+129
144
$532K 0.22%
+6,666
145
$532K 0.22%
+10,856
146
$518K 0.21%
8,004
+233
147
$516K 0.21%
4,679
+1,566
148
$512K 0.21%
2,766
+352
149
$510K 0.21%
4,271
+139
150
$509K 0.21%
6,600
+191
4 5
6
7 8