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
$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
176
$404K 0.17%
+1,185
177
$402K 0.17%
+3,982
178
$398K 0.16%
1,604
+47
179
$397K 0.16%
3,661
+114
180
$396K 0.16%
1,375
+62
181
$396K 0.16%
4,735
+910
182
$394K 0.16%
8,381
+222
183
$393K 0.16%
11,593
+320
184
$390K 0.16%
6,320
+31
185
$387K 0.16%
10,546
-21,171
186
$383K 0.16%
6,480
+172
187
$382K 0.16%
3,026
+144
188
$373K 0.15%
839
+25
189
$371K 0.15%
4,577
+1,638
190
$371K 0.15%
+7,473
191
$370K 0.15%
3,397
+89
192
$369K 0.15%
2,960
+85
193
$361K 0.15%
12,172
+320
194
$353K 0.15%
17,537
+402
195
$352K 0.15%
11,074
+285
196
$351K 0.14%
+8,883
197
$338K 0.14%
11,135
+313
198
$333K 0.14%
8,509
-283
199
$330K 0.14%
2,283
200
$327K 0.13%
+1,052
6 7
8
9 10