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
$134M
AUM Growth
+$3.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$741K
3
+$514K
4
ACN icon
Accenture
ACN
+$336K
5
RGLD icon
Royal Gold
RGLD
+$260K

Top Sells

1
+$2.29M
2
+$451K
3
+$359K
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$237K
5
PG icon
Procter & Gamble
PG
+$234K

Sector Composition

1 Consumer Staples 16.28%
2 Healthcare 15.62%
3 Technology 14.8%
4 Energy 10.29%
5 Financials 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$979K 0.73%
12,997
+350
52
$922K 0.69%
32,800
-350
53
$830K 0.62%
18,256
-419
54
$800K 0.6%
5,150
-275
55
$797K 0.59%
11,312
+998
56
$741K 0.55%
+17,930
57
$737K 0.55%
50,100
-400
58
$735K 0.55%
19,050
-800
59
$688K 0.51%
730
+42
60
$654K 0.49%
12,930
+350
61
$649K 0.48%
23,812
+118
62
$571K 0.43%
41,310
+300
63
$557K 0.42%
22,028
+400
64
$552K 0.41%
6,365
+650
65
$551K 0.41%
32,540
+1,950
66
$548K 0.41%
209,900
+2,900
67
$514K 0.38%
+12,175
68
$507K 0.38%
5,612
+62
69
$498K 0.37%
10,750
-25
70
$429K 0.32%
44,600
71
$425K 0.32%
6,175
+2,100
72
$421K 0.31%
11,502
+875
73
$419K 0.31%
33,324
-17,080
74
$417K 0.31%
10,313
-700
75
$399K 0.3%
6,160
+2,360
1 2
3
4 5