LCGC

Legacy Capital Group California Portfolio holdings

AUM $361M
1-Year Est. Return 29.82%
This Quarter Est. Return
1 Year Est. Return
+29.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$277M
AUM Growth
+$6.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$4.27M
2
+$1.93M
3
+$1.74M
4
HIMS icon
Hims & Hers Health
HIMS
+$1.7M
5
DELL icon
Dell
DELL
+$1.17M

Top Sells

1
+$4.24M
2
+$2.19M
3
+$1.31M
4
CI icon
Cigna
CI
+$1.26M
5
AEO icon
American Eagle Outfitters
AEO
+$1.19M

Sector Composition

1 Technology 24.36%
2 Financials 10.51%
3 Healthcare 7.86%
4 Industrials 7.44%
5 Consumer Discretionary 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$551K 0.2%
3,910
+32
152
$539K 0.19%
2,556
-18
153
$538K 0.19%
5,815
+2,651
154
$536K 0.19%
2,012
-9
155
$535K 0.19%
+828
156
$535K 0.19%
1,573
+7
157
$535K 0.19%
7,099
+1,522
158
$534K 0.19%
3,525
+16
159
$534K 0.19%
11,692
-722
160
$534K 0.19%
11,325
+110
161
$533K 0.19%
5,219
-627
162
$531K 0.19%
3,029
+14
163
$526K 0.19%
7,618
+77
164
$519K 0.19%
10,204
+115
165
$506K 0.18%
5,510
-1,381
166
$504K 0.18%
+1,689
167
$498K 0.18%
10,515
+112
168
$495K 0.18%
3,840
+28
169
$489K 0.18%
4,491
+45
170
$482K 0.17%
3,083
+31
171
$476K 0.17%
3,784
+41
172
$476K 0.17%
11,367
+126
173
$468K 0.17%
10,839
+107
174
$465K 0.17%
23,873
+232
175
$464K 0.17%
3,441
+91
5 6
7
8 9