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
1
$28.6M 9.96%
128,768
+1,203
2
$11M 3.85%
181,117
3
$11M 3.84%
217,612
-118,990
4
$9.64M 3.36%
88,962
-19,261
5
$6.21M 2.16%
67,722
+5,525
6
$5.25M 1.83%
77,144
+1,124
7
$4.8M 1.67%
94,657
+882
8
$4.67M 1.63%
177,349
+49,090
9
$4.14M 1.44%
62,979
-889
10
$3.86M 1.34%
112,532
+21,753
11
$3.7M 1.29%
9,866
+95
12
$3.65M 1.27%
174,429
+8,607
13
$3.11M 1.08%
62,459
+24,652
14
$2.85M 0.99%
31,758
+1,486
15
$2.68M 0.93%
91,400
+27,920
16
$2.44M 0.85%
9,931
-125
17
$2.34M 0.82%
23,749
+7,465
18
$2.29M 0.8%
13,805
+239
19
$2.27M 0.79%
14,691
+461
20
$2.08M 0.73%
23,750
+3,454
21
$2.07M 0.72%
49,374
+4,509
22
$1.99M 0.69%
39,420
-11,267
23
$1.91M 0.67%
14,414
-1,179
24
$1.83M 0.64%
25,786
+10,213
25
$1.68M 0.58%
10,918
+1,395
1
2 3 4 5