LCP

Legacy Capital Partners Portfolio holdings

AUM $304M
1-Year Est. Return 20.41%
This Quarter Est. Return
1 Year Est. Return
+20.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
+$3.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$741K
3
+$514K
4
ACN icon
Accenture
ACN
+$336K
5
RGLD icon
Royal Gold
RGLD
+$260K

Top Sells

1
+$2.29M
2
+$451K
3
+$359K
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$237K
5
PG icon
Procter & Gamble
PG
+$234K

Sector Composition

1 Consumer Staples 16.28%
2 Healthcare 15.62%
3 Technology 14.8%
4 Energy 10.29%
5 Financials 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.78M 1.33%
24,211
+4,560
27
$1.78M 1.33%
26,211
+536
28
$1.73M 1.29%
28,025
-150
29
$1.63M 1.22%
20,685
-320
30
$1.6M 1.19%
62,619
+368
31
$1.56M 1.16%
52,024
-700
32
$1.55M 1.16%
12,774
-857
33
$1.5M 1.12%
26,957
-526
34
$1.45M 1.08%
43,780
+3,970
35
$1.42M 1.06%
70,520
-2,110
36
$1.4M 1.04%
40,815
+900
37
$1.34M 1%
10,475
-283
38
$1.33M 0.99%
14,823
-678
39
$1.31M 0.98%
39,225
+75
40
$1.3M 0.97%
35,535
-130
41
$1.29M 0.96%
14,485
-475
42
$1.29M 0.96%
13,775
43
$1.27M 0.94%
47,450
-1,050
44
$1.2M 0.9%
13,900
-375
45
$1.18M 0.88%
26,377
-494
46
$1.14M 0.85%
18,771
-675
47
$1.08M 0.81%
42,405
+380
48
$1.05M 0.79%
42,110
+400
49
$1.04M 0.78%
31,531
+223
50
$992K 0.74%
29,885
-3,077
1
2
3 4 5