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
$217M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$697K
2
+$513K
3
+$399K
4
VZ icon
Verizon
VZ
+$290K
5
TD icon
Toronto Dominion Bank
TD
+$279K

Top Sells

1
+$1.08M
2
+$813K
3
+$461K
4
LRCX icon
Lam Research
LRCX
+$442K
5
AAPL icon
Apple
AAPL
+$367K

Sector Composition

1 Technology 23.44%
2 Healthcare 16.82%
3 Financials 13.7%
4 Consumer Staples 10.45%
5 Industrials 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.94M 1.35%
24,019
-500
27
$2.8M 1.29%
38,913
+178
28
$2.76M 1.27%
70,060
-3,840
29
$2.73M 1.26%
10,285
-275
30
$2.73M 1.26%
92,772
+6,620
31
$2.71M 1.25%
26,417
+1,070
32
$2.66M 1.23%
30,720
-1,200
33
$2.55M 1.17%
32,926
+775
34
$2.5M 1.15%
27,946
+500
35
$2.33M 1.08%
47,533
-1,055
36
$2.28M 1.05%
89,987
+15,716
37
$2.24M 1.03%
26,060
-3,633
38
$2.19M 1.01%
94,500
-4,950
39
$2.18M 1.01%
19,528
-1,025
40
$2.08M 0.96%
64,305
-4,900
41
$1.84M 0.85%
30,780
-560
42
$1.8M 0.83%
29,825
43
$1.8M 0.83%
26,929
+800
44
$1.78M 0.82%
23,087
-1,600
45
$1.75M 0.81%
29,439
-2,050
46
$1.73M 0.8%
8,369
+860
47
$1.68M 0.77%
12,978
-2,675
48
$1.66M 0.76%
10,423
+500
49
$1.62M 0.75%
23,265
+675
50
$1.6M 0.74%
26,330
-7,561
1
2
3 4 5