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
$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
201
$326K 0.13%
2,241
+77
202
$326K 0.13%
10,758
+241
203
$322K 0.13%
2,795
+756
204
$316K 0.13%
4,133
+127
205
$303K 0.12%
10,561
+409
206
$295K 0.12%
2,228
+65
207
$293K 0.12%
1,297
+16
208
$290K 0.12%
+785
209
$289K 0.12%
13,993
+383
210
$283K 0.12%
5,277
+257
211
$282K 0.12%
873
+28
212
$280K 0.12%
3,449
+160
213
$278K 0.11%
19,864
+455
214
$277K 0.11%
10,638
+392
215
$272K 0.11%
796
+129
216
$272K 0.11%
+882
217
$270K 0.11%
29,174
+791
218
$269K 0.11%
6,710
+219
219
$269K 0.11%
2,143
+371
220
$262K 0.11%
6,297
+195
221
$256K 0.11%
371
+9
222
$252K 0.1%
9,609
+393
223
$251K 0.1%
987
224
$250K 0.1%
9,688
+325
225
$250K 0.1%
3,964
+129
7 8
9
10 11