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
$276M
AUM Growth
-$3.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.15M
3
+$911K
4
HOLX icon
Hologic
HOLX
+$741K
5
TJX icon
TJX Companies
TJX
+$569K

Top Sells

1
+$1.96M
2
+$612K
3
+$573K
4
PHYS icon
Sprott Physical Gold
PHYS
+$385K
5
AAPL icon
Apple
AAPL
+$381K

Sector Composition

1 Technology 29.79%
2 Healthcare 14.48%
3 Financials 10.87%
4 Consumer Staples 9.49%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.06M 1.11%
52,015
+15,498
27
$2.96M 1.07%
39,142
-430
28
$2.95M 1.07%
69,575
-5,700
29
$2.9M 1.05%
16,717
-121
30
$2.81M 1.02%
19,175
-180
31
$2.79M 1.01%
57,075
-1,810
32
$2.79M 1.01%
27,493
+1,582
33
$2.76M 1%
14,061
-264
34
$2.69M 0.97%
12,298
-2,615
35
$2.68M 0.97%
73,120
-2,500
36
$2.61M 0.94%
60,583
-1,250
37
$2.38M 0.86%
15,823
-700
38
$2.36M 0.85%
26,729
+920
39
$2.34M 0.85%
24,489
-110
40
$2.33M 0.84%
41,680
-71
41
$2.28M 0.83%
23,365
-100
42
$2.19M 0.79%
8,074
+1,561
43
$2.18M 0.79%
19,802
-945
44
$2.01M 0.73%
7,369
+87
45
$1.96M 0.71%
12,440
-1,520
46
$1.93M 0.7%
23,394
-775
47
$1.92M 0.7%
22,382
-1,522
48
$1.91M 0.69%
39,600
49
$1.85M 0.67%
5,642
+1,068
50
$1.78M 0.64%
18,775
+260
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2
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