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
$280M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$598K
2
+$579K
3
+$490K
4
TJX icon
TJX Companies
TJX
+$371K
5
UPS icon
United Parcel Service
UPS
+$345K

Top Sells

1
+$1.02M
2
+$516K
3
+$433K
4
PRAA icon
PRA Group
PRAA
+$364K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$352K

Sector Composition

1 Technology 29.16%
2 Healthcare 14.64%
3 Financials 10.85%
4 Consumer Staples 10.11%
5 Consumer Discretionary 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.21M 1.15%
19,355
-90
27
$3.1M 1.11%
75,275
-528
28
$2.99M 1.07%
58,885
-750
29
$2.88M 1.03%
76,200
-4,665
30
$2.81M 1%
24,599
+675
31
$2.71M 0.97%
25,911
+1,547
32
$2.7M 0.96%
14,325
+325
33
$2.68M 0.96%
16,838
-550
34
$2.59M 0.93%
75,620
+1,100
35
$2.53M 0.91%
41,751
-200
36
$2.51M 0.9%
14,913
-620
37
$2.45M 0.88%
16,523
-20
38
$2.42M 0.87%
61,833
+6,955
39
$2.32M 0.83%
20,747
+25
40
$2.3M 0.82%
36,517
+1,200
41
$2.3M 0.82%
25,809
-410
42
$2.18M 0.78%
13,960
-535
43
$2.06M 0.74%
24,169
44
$2.04M 0.73%
23,904
+300
45
$2.04M 0.73%
23,465
-3,370
46
$2.02M 0.72%
7,282
-70
47
$1.96M 0.7%
12,145
48
$1.94M 0.69%
89,022
+4,904
49
$1.9M 0.68%
8,655
+235
50
$1.83M 0.66%
18,515
+720
1
2
3 4 5