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
176
$463K 0.17%
3,109
+34
177
$459K 0.17%
7,841
+78
178
$452K 0.16%
551,575
-23,695
179
$446K 0.16%
17,902
+188
180
$444K 0.16%
13,182
+107
181
$444K 0.16%
6,474
+67
182
$443K 0.16%
6,643
+71
183
$441K 0.16%
20,168
+225
184
$440K 0.16%
2,982
-2
185
$439K 0.16%
940
+75
186
$436K 0.16%
15,570
+165
187
$431K 0.16%
+14,749
188
$427K 0.15%
4,681
+648
189
$424K 0.15%
10,904
+107
190
$416K 0.15%
3,164
+45
191
$415K 0.15%
4,706
+1,507
192
$414K 0.15%
17,142
+116
193
$412K 0.15%
8,495
+384
194
$410K 0.15%
8,202
+80
195
$408K 0.15%
2,063
+17
196
$407K 0.15%
+6,407
197
$396K 0.14%
266
198
$379K 0.14%
1,636
+595
199
$375K 0.14%
3,619
+35
200
$371K 0.13%
13,930
+912
6 7
8
9 10