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
$161M
AUM Growth
+$5.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$859K
2
+$799K
3
+$689K
4
ETN icon
Eaton
ETN
+$646K
5
AFL icon
Aflac
AFL
+$498K

Top Sells

1
+$725K
2
+$628K
3
+$602K
4
FE icon
FirstEnergy
FE
+$361K
5
MO icon
Altria Group
MO
+$360K

Sector Composition

1 Consumer Staples 18.53%
2 Healthcare 18.13%
3 Technology 16.01%
4 Industrials 12.11%
5 Financials 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.15M 1.34%
14,100
-190
27
$2.11M 1.32%
53,760
-1,369
28
$2.1M 1.31%
16,047
+1,000
29
$2.07M 1.29%
81,580
-400
30
$2.05M 1.27%
29,705
-5,225
31
$1.98M 1.23%
81,240
+2,325
32
$1.98M 1.23%
18,857
+1,000
33
$1.94M 1.21%
18,600
-125
34
$1.91M 1.19%
16,560
+770
35
$1.82M 1.13%
52,455
-1,005
36
$1.79M 1.12%
12,352
-907
37
$1.73M 1.08%
17,008
-340
38
$1.6M 0.99%
24,650
+275
39
$1.42M 0.88%
30,024
+3,500
40
$1.4M 0.87%
25,444
+251
41
$1.39M 0.86%
21,210
-315
42
$1.33M 0.83%
16,785
+1,400
43
$1.26M 0.79%
16,660
-500
44
$1.26M 0.78%
24,525
-2,025
45
$1.25M 0.78%
20,930
+10,810
46
$1.23M 0.77%
19,100
-159
47
$1.22M 0.76%
16,900
48
$1.22M 0.76%
25,340
-800
49
$1.21M 0.75%
6,498
-60
50
$1.18M 0.74%
8,606
-576
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2
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