LCGC

Legacy Capital Group California Portfolio holdings

AUM $413M
1-Year Est. Return 31.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$361M
AUM Growth
+$73.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$3.11M
3
+$2.87M
4
CEG icon
Constellation Energy
CEG
+$2.15M
5
IBM icon
IBM
IBM
+$2.08M

Top Sells

1
+$2.81M
2
+$2.07M
3
+$1.75M
4
QQQE icon
Direxion Shares ETF Trust Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
+$1.52M
5
RTX icon
RTX Corp
RTX
+$969K

Sector Composition

1 Technology 28.99%
2 Financials 12.35%
3 Industrials 6.47%
4 Healthcare 5.23%
5 Communication Services 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$724K 0.2%
4,153
-4,040
127
$722K 0.2%
2,274
-752
128
$716K 0.2%
723
+10
129
$713K 0.2%
7,252
+29
130
$711K 0.2%
5,051
-194
131
$709K 0.2%
6,599
-182
132
$704K 0.19%
2,308
+191
133
$703K 0.19%
11,447
+5,220
134
$689K 0.19%
+2,626
135
$689K 0.19%
15,913
-466
136
$683K 0.19%
11,242
+6,526
137
$675K 0.19%
4,575
+769
138
$675K 0.19%
1,201
+58
139
$667K 0.18%
+3,379
140
$667K 0.18%
11,178
-312
141
$656K 0.18%
4,988
+400
142
$655K 0.18%
1,975
-9
143
$653K 0.18%
11,215
-338
144
$652K 0.18%
2,849
-110
145
$650K 0.18%
14,516
-2,659
146
$646K 0.18%
5,829
-138
147
$646K 0.18%
2,025
+11
148
$641K 0.18%
3,818
-165
149
$640K 0.18%
9,241
+1,163
150
$639K 0.18%
13,296
-460
4 5
6
7 8