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
126
$629K 0.22%
11,890
-88
127
$627K 0.22%
1,143
-31
128
$625K 0.22%
+20,185
129
$624K 0.22%
11,689
+1,609
130
$620K 0.22%
7,477
-60
131
$614K 0.21%
14,930
+4,788
132
$614K 0.21%
+7,223
133
$612K 0.21%
5,245
-58
134
$610K 0.21%
5,133
-26
135
$610K 0.21%
2,117
+490
136
$609K 0.21%
+919
137
$607K 0.21%
+5,318
138
$607K 0.21%
8,078
-210
139
$592K 0.21%
11,789
-542
140
$586K 0.2%
18,999
-214
141
$585K 0.2%
10,343
-135
142
$584K 0.2%
23,467
+330
143
$574K 0.2%
11,553
-107
144
$573K 0.2%
2,085
+3
145
$571K 0.2%
2,925
-90
146
$571K 0.2%
1,628
+94
147
$569K 0.2%
1,528
-37
148
$568K 0.2%
+8,008
149
$563K 0.2%
8,862
+565
150
$556K 0.19%
5,057
-47
4 5
6
7 8