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
$214M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$644K
2
+$398K
3
+$367K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$347K
5
AVGO icon
Broadcom
AVGO
+$293K

Top Sells

1
+$541K
2
+$280K
3
+$202K
4
ABT icon
Abbott
ABT
+$189K
5
GD icon
General Dynamics
GD
+$154K

Sector Composition

1 Technology 23.34%
2 Healthcare 15.35%
3 Financials 12.99%
4 Consumer Staples 11.46%
5 Industrials 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.9M 1.35%
23,558
-1,175
27
$2.89M 1.35%
17,076
-910
28
$2.78M 1.3%
29,442
+1,580
29
$2.5M 1.17%
90,799
-3,098
30
$2.47M 1.15%
30,640
-80
31
$2.45M 1.14%
20,003
-250
32
$2.38M 1.11%
30,139
+850
33
$2.37M 1.11%
9,581
-225
34
$2.35M 1.1%
28,006
+1,779
35
$2.35M 1.1%
90,900
-4,650
36
$2.35M 1.1%
40,020
+5,920
37
$2.24M 1.05%
39,294
+760
38
$2.17M 1.01%
23,912
-400
39
$2.17M 1.01%
91,390
+1,271
40
$2.15M 1%
32,246
-745
41
$2.03M 0.95%
28,478
-1,311
42
$1.87M 0.87%
11,818
+1,745
43
$1.81M 0.84%
47,548
-460
44
$1.77M 0.82%
23,755
+250
45
$1.74M 0.81%
13,348
-190
46
$1.71M 0.8%
29,836
+10
47
$1.71M 0.8%
14,675
-150
48
$1.7M 0.79%
21,090
+1,850
49
$1.65M 0.77%
18,710
-135
50
$1.64M 0.76%
23,970
+1,285
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