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
$141M
AUM Growth
+$6.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$982K
2
+$666K
3
+$574K
4
LNN icon
Lindsay Corp
LNN
+$517K
5
FCX icon
Freeport-McMoran
FCX
+$504K

Top Sells

1
+$1.08M
2
+$319K
3
+$272K
4
OXY icon
Occidental Petroleum
OXY
+$262K
5
UTHR icon
United Therapeutics
UTHR
+$260K

Sector Composition

1 Consumer Staples 16.52%
2 Healthcare 15.94%
3 Technology 14.45%
4 Energy 9.99%
5 Industrials 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$978K 0.7%
20,467
+2,211
52
$910K 0.65%
20,030
+2,100
53
$884K 0.63%
41,810
-300
54
$828K 0.59%
4,650
-500
55
$764K 0.54%
10,646
-666
56
$719K 0.51%
31,200
-1,600
57
$711K 0.51%
17,250
-1,800
58
$668K 0.47%
11,930
-1,000
59
$666K 0.47%
+7,622
60
$664K 0.47%
50,100
61
$663K 0.47%
22,428
+400
62
$650K 0.46%
22,345
-1,467
63
$608K 0.43%
6,970
+605
64
$574K 0.41%
+17,967
65
$572K 0.41%
10,750
66
$521K 0.37%
11,175
-1,000
67
$495K 0.35%
4,934
-678
68
$486K 0.35%
714
-16
69
$465K 0.33%
11,502
70
$448K 0.32%
28,710
-12,600
71
$425K 0.3%
3,645
72
$411K 0.29%
5,850
-310
73
$406K 0.29%
5,675
-500
74
$392K 0.28%
41,600
-3,000
75
$388K 0.28%
166,900
-43,000
1 2
3
4 5