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
151
$549K 0.19%
3,983
-41
152
$548K 0.19%
25,820
+3,656
153
$545K 0.19%
5,560
+338
154
$542K 0.19%
2,014
-54
155
$539K 0.19%
20,146
+2,608
156
$537K 0.19%
+3,098
157
$533K 0.19%
14,262
-126
158
$533K 0.19%
15,267
+3,747
159
$530K 0.18%
12,872
+2,746
160
$523K 0.18%
15,858
+2,860
161
$520K 0.18%
+44,709
162
$517K 0.18%
4,588
+34
163
$516K 0.18%
4,877
-50
164
$515K 0.18%
5,495
+118
165
$508K 0.18%
7,502
-97
166
$507K 0.18%
4,638
-27
167
$506K 0.18%
2,357
-45
168
$501K 0.17%
1,121
+41
169
$499K 0.17%
3,806
+760
170
$495K 0.17%
6,917
-119
171
$490K 0.17%
13,676
+462
172
$487K 0.17%
2,908
-17
173
$483K 0.17%
12,611
-390
174
$473K 0.16%
5,096
+1,575
175
$468K 0.16%
12,278
-1,278
5 6
7
8 9