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
$189M
AUM Growth
-$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$608K
2
+$415K
3
+$394K
4
DIS icon
Walt Disney
DIS
+$386K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$344K

Top Sells

1
+$759K
2
+$701K
3
+$499K
4
DD icon
DuPont de Nemours
DD
+$297K
5
BIDU icon
Baidu
BIDU
+$281K

Sector Composition

1 Technology 21.98%
2 Healthcare 16.98%
3 Financials 13.47%
4 Consumer Staples 11.63%
5 Industrials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.69M 1.43%
24,733
+714
27
$2.58M 1.37%
71,860
+1,800
28
$2.44M 1.29%
9,806
-479
29
$2.31M 1.23%
93,897
+1,125
30
$2.24M 1.19%
20,253
+725
31
$2.19M 1.16%
95,550
+1,050
32
$2.19M 1.16%
38,534
-379
33
$2.18M 1.16%
26,227
-190
34
$2.11M 1.12%
30,720
35
$2.08M 1.1%
24,312
+1,225
36
$2.06M 1.09%
48,008
+475
37
$2.06M 1.09%
32,991
+65
38
$2.03M 1.07%
29,289
+2,360
39
$1.96M 1.04%
29,789
+350
40
$1.94M 1.03%
90,119
+132
41
$1.79M 0.95%
27,862
-84
42
$1.77M 0.94%
34,100
+3,320
43
$1.51M 0.8%
23,505
+880
44
$1.47M 0.78%
29,826
+1
45
$1.4M 0.74%
63,205
-1,100
46
$1.39M 0.74%
13,538
+560
47
$1.39M 0.73%
19,240
+875
48
$1.39M 0.73%
14,825
-233
49
$1.38M 0.73%
10,073
-350
50
$1.34M 0.71%
22,685
-580
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