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
201
$355K 0.12%
12,507
-161
202
$350K 0.12%
641
-3
203
$345K 0.12%
365
-3
204
$345K 0.12%
15,209
-17,220
205
$340K 0.12%
724
+4
206
$339K 0.12%
924
+62
207
$336K 0.12%
+600
208
$335K 0.12%
4,175
-24
209
$335K 0.12%
11,025
+1,117
210
$334K 0.12%
6,582
-18
211
$333K 0.12%
2,860
+401
212
$327K 0.11%
3,725
-3
213
$327K 0.11%
752
-4
214
$321K 0.11%
+2,425
215
$319K 0.11%
18,027
-3,699
216
$318K 0.11%
6,765
-40
217
$318K 0.11%
3,469
-21
218
$316K 0.11%
3,015
+279
219
$314K 0.11%
987
220
$310K 0.11%
1,569
-432
221
$305K 0.11%
82,323
+18,026
222
$305K 0.11%
1,137
-1
223
$304K 0.11%
+2,804
224
$301K 0.11%
+3,691
225
$299K 0.1%
2,684
-78
7 8
9
10 11