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
$199M
AUM Growth
-$2.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$834K
3
+$610K
4
TDOC icon
Teladoc Health
TDOC
+$474K
5
SPH icon
Suburban Propane Partners
SPH
+$440K

Top Sells

1
+$818K
2
+$680K
3
+$324K
4
CELG
Celgene Corp
CELG
+$322K
5
AFL icon
Aflac
AFL
+$315K

Sector Composition

1 Technology 23.05%
2 Healthcare 15.22%
3 Financials 13.25%
4 Consumer Staples 12.09%
5 Industrials 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.7M 1.35%
22,560
-225
27
$2.69M 1.35%
25,447
-610
28
$2.55M 1.28%
31,920
-8
29
$2.54M 1.27%
94,328
-2,900
30
$2.5M 1.25%
74,252
+750
31
$2.49M 1.25%
83,015
+2,175
32
$2.48M 1.24%
27,746
-3,615
33
$2.33M 1.17%
70,025
+185
34
$2.3M 1.15%
10,760
-975
35
$2.23M 1.12%
20,463
-1,040
36
$2.18M 1.09%
39,340
+75
37
$2.13M 1.07%
24,862
+430
38
$2.07M 1.04%
16,668
+3,185
39
$1.91M 0.96%
7,441
+3,246
40
$1.89M 0.95%
19,045
41
$1.88M 0.94%
30,090
+15
42
$1.86M 0.93%
36,979
-2,322
43
$1.73M 0.87%
21,881
-317
44
$1.7M 0.85%
28,651
-1,600
45
$1.67M 0.84%
101,475
-630
46
$1.6M 0.8%
31,040
+240
47
$1.59M 0.8%
7,384
+60
48
$1.59M 0.8%
25,354
-911
49
$1.54M 0.77%
49,388
-1,105
50
$1.44M 0.72%
24,850
+650
1
2
3 4 5