LCGC

Legacy Capital Group California Portfolio holdings

AUM $263M
1-Year Est. Return 37.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$393M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.87M
3
+$1.32M
4
EQT icon
EQT Corp
EQT
+$1.02M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.02M

Top Sells

1
+$4.68M
2
+$1.96M
3
+$1.32M
4
ROOT icon
Root
ROOT
+$1.31M
5
DUOL icon
Duolingo
DUOL
+$1.2M

Sector Composition

1 Technology 30.99%
2 Financials 11.73%
3 Industrials 6.14%
4 Healthcare 5.56%
5 Consumer Discretionary 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$509K 0.13%
+4,117
202
$509K 0.13%
2,894
-50
203
$507K 0.13%
6,291
-70
204
$507K 0.13%
25,828
+1,752
205
$504K 0.13%
5,952
+291
206
$502K 0.13%
754
-11
207
$492K 0.13%
5,274
-73
208
$487K 0.12%
19,697
+5
209
$486K 0.12%
7,216
210
$486K 0.12%
13,869
-1
211
$485K 0.12%
14,911
-1
212
$482K 0.12%
2,186
+37
213
$476K 0.12%
2,695
-21
214
$476K 0.12%
104,557
+9,491
215
$474K 0.12%
4,507
216
$471K 0.12%
638
+42
217
$470K 0.12%
2,888
-914
218
$460K 0.12%
21,040
+4
219
$448K 0.11%
2,505
+110
220
$445K 0.11%
9,580
-1,698
221
$438K 0.11%
12,368
+264
222
$433K 0.11%
22,201
+1,264
223
$430K 0.11%
37,049
+2,591
224
$424K 0.11%
12,283
+852
225
$419K 0.11%
5,163
+1,106
7 8
9
10 11