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
$265M
AUM Growth
+$9.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.49M
3
+$1.12M
4
LHX icon
L3Harris
LHX
+$631K
5
ABBV icon
AbbVie
ABBV
+$590K

Top Sells

1
+$1.73M
2
+$795K
3
+$790K
4
TDOC icon
Teladoc Health
TDOC
+$770K
5
ABMD
Abiomed Inc
ABMD
+$405K

Sector Composition

1 Technology 29.08%
2 Healthcare 15.49%
3 Financials 10.73%
4 Consumer Staples 10.25%
5 Consumer Discretionary 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.13M 1.18%
19,445
-6
27
$3.11M 1.17%
59,635
-300
28
$2.94M 1.11%
41,951
29
$2.93M 1.11%
75,803
+6,118
30
$2.75M 1.04%
17,388
-200
31
$2.73M 1.03%
80,865
-75
32
$2.58M 0.97%
23,924
+305
33
$2.55M 0.96%
24,364
+850
34
$2.54M 0.96%
14,000
+135
35
$2.46M 0.93%
74,520
-680
36
$2.45M 0.93%
26,219
-2,570
37
$2.34M 0.88%
16,543
-595
38
$2.27M 0.86%
15,533
-1,110
39
$2.26M 0.85%
20,722
-68
40
$2.11M 0.8%
24,169
-1,240
41
$2.06M 0.78%
14,495
-5,575
42
$1.99M 0.75%
54,878
-8,374
43
$1.97M 0.74%
35,317
+1,026
44
$1.93M 0.73%
26,835
-1,260
45
$1.92M 0.73%
84,118
+6,912
46
$1.91M 0.72%
39,600
-5,000
47
$1.89M 0.71%
43,385
-5,325
48
$1.88M 0.71%
7,352
+80
49
$1.86M 0.7%
12,145
-1,090
50
$1.83M 0.69%
8,420
+700
1
2
3 4 5