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
176
$462K 0.16%
3,605
-31
177
$455K 0.16%
10,372
+386
178
$455K 0.16%
5,451
-121
179
$446K 0.16%
+6,299
180
$445K 0.15%
7,230
-1,340
181
$435K 0.15%
+16,660
182
$434K 0.15%
+1,419
183
$430K 0.15%
6,070
-74
184
$426K 0.15%
4,557
+1,061
185
$419K 0.15%
227
+24
186
$418K 0.15%
20,672
-3,905
187
$417K 0.15%
18,088
+769
188
$407K 0.14%
5,566
+691
189
$403K 0.14%
6,227
-69
190
$397K 0.14%
8,366
+350
191
$385K 0.13%
15,810
-188
192
$385K 0.13%
1,233
+78
193
$384K 0.13%
2,541
+1
194
$379K 0.13%
3,924
+554
195
$377K 0.13%
+4,465
196
$373K 0.13%
710
-75
197
$370K 0.13%
+1,072
198
$365K 0.13%
7,828
-244
199
$364K 0.13%
1,080
-8
200
$355K 0.12%
3,008
+704
6 7
8
9 10