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
151
$501K 0.21%
5,870
+145
152
$498K 0.2%
+9,461
153
$495K 0.2%
14,671
+758
154
$494K 0.2%
7,110
+353
155
$493K 0.2%
18,190
+515
156
$485K 0.2%
6,647
+177
157
$485K 0.2%
6,320
+183
158
$484K 0.2%
2,576
+86
159
$482K 0.2%
2,851
+67
160
$481K 0.2%
24,383
+647
161
$478K 0.2%
14,287
+405
162
$467K 0.19%
8,951
+5,056
163
$464K 0.19%
1,343
+46
164
$461K 0.19%
3,712
+136
165
$454K 0.19%
+1,523
166
$450K 0.19%
4,937
-10
167
$445K 0.18%
1,517
+57
168
$443K 0.18%
6,353
+190
169
$437K 0.18%
+16,000
170
$437K 0.18%
3,818
+133
171
$429K 0.18%
+8,530
172
$426K 0.18%
2,981
+106
173
$419K 0.17%
22,610
+629
174
$412K 0.17%
2,313
-348
175
$411K 0.17%
2,979
+114
5 6
7
8 9