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
$204M
AUM Growth
+$4.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$995K
2
+$898K
3
+$633K
4
EG icon
Everest Group
EG
+$551K
5
STT icon
State Street
STT
+$523K

Top Sells

1
+$694K
2
+$486K
3
+$428K
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$421K
5
PG icon
Procter & Gamble
PG
+$374K

Sector Composition

1 Technology 23.4%
2 Healthcare 15.56%
3 Financials 13.43%
4 Consumer Staples 10.99%
5 Industrials 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.78M 1.36%
25,347
-100
27
$2.59M 1.27%
10,560
-200
28
$2.47M 1.21%
71,865
-2,387
29
$2.43M 1.19%
86,152
+3,137
30
$2.39M 1.17%
31,920
31
$2.29M 1.12%
24,687
-175
32
$2.27M 1.11%
33,891
+13,400
33
$2.27M 1.11%
9,831
+2,390
34
$2.24M 1.1%
32,151
+3,500
35
$2.24M 1.1%
20,553
+90
36
$2.18M 1.07%
27,446
-300
37
$2.17M 1.07%
38,735
-605
38
$2.09M 1.02%
69,205
-820
39
$1.81M 0.89%
99,450
-2,025
40
$1.81M 0.89%
16,848
+180
41
$1.8M 0.88%
74,271
-20,057
42
$1.75M 0.86%
31,340
+300
43
$1.72M 0.84%
29,693
+242
44
$1.69M 0.83%
29,825
-265
45
$1.69M 0.83%
26,129
+775
46
$1.67M 0.82%
31,489
-5,490
47
$1.64M 0.8%
20,808
-1,073
48
$1.63M 0.8%
15,653
-6,650
49
$1.56M 0.76%
48,588
-800
50
$1.54M 0.75%
7,922
-325
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