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
$147M
AUM Growth
-$6.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$849K
2
+$672K
3
+$669K
4
VRSN icon
VeriSign
VRSN
+$574K
5
FL
Foot Locker
FL
+$513K

Top Sells

1
+$952K
2
+$929K
3
+$703K
4
POT
Potash Corp Of Saskatchewan
POT
+$607K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$477K

Sector Composition

1 Consumer Staples 18.83%
2 Healthcare 18.08%
3 Technology 16.35%
4 Industrials 11.08%
5 Financials 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.09M 1.42%
38,362
+12,350
27
$1.97M 1.33%
24,285
-450
28
$1.96M 1.33%
14,143
+509
29
$1.95M 1.32%
79,297
30
$1.9M 1.29%
34,980
31
$1.81M 1.23%
17,240
+2,200
32
$1.77M 1.2%
34,525
+5,800
33
$1.74M 1.18%
15,240
+1,475
34
$1.62M 1.1%
61,815
+6,375
35
$1.53M 1.04%
25,275
-50
36
$1.51M 1.03%
50,750
+12,437
37
$1.39M 0.94%
13,450
+2,700
38
$1.37M 0.93%
63,480
+7,300
39
$1.37M 0.93%
17,225
40
$1.35M 0.92%
65,725
-29,540
41
$1.25M 0.85%
10,200
+980
42
$1.21M 0.82%
6,560
-30
43
$1.2M 0.81%
29,290
44
$1.15M 0.78%
14,604
-19
45
$1.15M 0.78%
21,953
+3,598
46
$1.12M 0.76%
23,821
+2,725
47
$1.1M 0.74%
15,910
-65
48
$1.09M 0.74%
26,550
49
$1.07M 0.72%
19,020
-318
50
$976K 0.66%
5,630
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