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
$141M
AUM Growth
+$6.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$982K
2
+$666K
3
+$574K
4
LNN icon
Lindsay Corp
LNN
+$517K
5
FCX icon
Freeport-McMoran
FCX
+$504K

Top Sells

1
+$1.08M
2
+$319K
3
+$272K
4
OXY icon
Occidental Petroleum
OXY
+$262K
5
UTHR icon
United Therapeutics
UTHR
+$260K

Sector Composition

1 Consumer Staples 16.52%
2 Healthcare 15.94%
3 Technology 14.45%
4 Energy 9.99%
5 Industrials 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.93M 1.37%
35,540
+810
27
$1.82M 1.3%
25,480
-731
28
$1.78M 1.26%
25,275
-2,750
29
$1.73M 1.23%
201,375
-13,500
30
$1.69M 1.2%
44,867
+13,336
31
$1.68M 1.19%
63,244
+625
32
$1.67M 1.19%
43,542
-238
33
$1.67M 1.19%
50,346
-1,678
34
$1.65M 1.17%
26,746
-211
35
$1.55M 1.1%
40,415
-400
36
$1.51M 1.07%
9,325
-1,150
37
$1.49M 1.06%
11,924
-850
38
$1.46M 1.04%
65,320
-5,200
39
$1.33M 0.95%
25,239
-1,138
40
$1.27M 0.9%
12,225
-1,550
41
$1.26M 0.89%
38,060
+2,525
42
$1.22M 0.86%
13,800
-100
43
$1.21M 0.86%
12,535
-1,950
44
$1.2M 0.85%
36,025
-3,200
45
$1.17M 0.83%
44,550
-2,900
46
$1.11M 0.79%
17,171
-1,600
47
$1.09M 0.77%
11,954
-2,869
48
$1.03M 0.73%
12,997
49
$1.02M 0.73%
26,710
-3,175
50
$982K 0.7%
+10,750
1
2
3 4 5