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
$255M
AUM Growth
+$8.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$811K
3
+$733K
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$729K
5
ABMD
Abiomed Inc
ABMD
+$572K

Top Sells

1
+$2.84M
2
+$1.37M
3
+$664K
4
MSFT icon
Microsoft
MSFT
+$652K
5
ABBV icon
AbbVie
ABBV
+$625K

Sector Composition

1 Technology 30.28%
2 Healthcare 15.47%
3 Financials 10.5%
4 Consumer Staples 10.1%
5 Consumer Discretionary 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.79M 1.09%
23,195
-4,555
27
$2.73M 1.07%
20,070
-3,890
28
$2.71M 1.06%
17,588
-1,325
29
$2.65M 1.04%
28,789
-595
30
$2.54M 1%
17,138
-2,075
31
$2.51M 0.98%
23,619
-798
32
$2.51M 0.98%
41,951
-1,400
33
$2.46M 0.96%
75,200
+44,200
34
$2.46M 0.96%
16,643
-2,350
35
$2.44M 0.96%
80,940
-8,775
36
$2.4M 0.94%
44,600
37
$2.33M 0.91%
63,252
-13,717
38
$2.22M 0.87%
20,790
+1,265
39
$2.22M 0.87%
25,409
-435
40
$2.21M 0.86%
45,909
+4,089
41
$2.11M 0.83%
69,685
-8,160
42
$2.06M 0.81%
13,865
-920
43
$2.03M 0.79%
13,235
+1,405
44
$2.01M 0.79%
8,635
-1,090
45
$1.99M 0.78%
23,514
-2,176
46
$1.97M 0.77%
9,838
-492
47
$1.81M 0.71%
25,286
-3,148
48
$1.8M 0.71%
5,561
+1,765
49
$1.69M 0.66%
28,095
+2,680
50
$1.69M 0.66%
7,272
-1,320
1
2
3 4 5