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
201
$370K 0.13%
1,075
+276
202
$367K 0.13%
7,776
-490
203
$359K 0.13%
1,373
+11
204
$356K 0.13%
2,340
+230
205
$353K 0.13%
1,643
-115
206
$353K 0.13%
13,673
+137
207
$351K 0.13%
+4,099
208
$347K 0.13%
+8,444
209
$346K 0.12%
+6,798
210
$338K 0.12%
706
+10
211
$337K 0.12%
1,285
-48
212
$332K 0.12%
4,265
+1,244
213
$319K 0.11%
5,578
+1,208
214
$314K 0.11%
579
-243
215
$311K 0.11%
1,036
+10
216
$307K 0.11%
4,377
+46
217
$306K 0.11%
677
-175
218
$305K 0.11%
987
219
$299K 0.11%
7,581
-1,969
220
$296K 0.11%
1,377
+13
221
$295K 0.11%
375
+8
222
$295K 0.11%
+4,628
223
$295K 0.11%
7,259
+342
224
$294K 0.11%
+21,742
225
$294K 0.11%
21,496
+1,403
7 8
9
10 11