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
$156M
AUM Growth
+$8.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$849K
3
+$550K
4
ACN icon
Accenture
ACN
+$470K
5
ETN icon
Eaton
ETN
+$389K

Top Sells

1
+$1.3M
2
+$677K
3
+$617K
4
PRAA icon
PRA Group
PRAA
+$571K
5
BX icon
Blackstone
BX
+$488K

Sector Composition

1 Healthcare 19.91%
2 Consumer Staples 18.05%
3 Technology 16.52%
4 Industrials 11.14%
5 Financials 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.1M 0.71%
8,290
-1,910
52
$1.09M 0.7%
15,610
-300
53
$1.05M 0.68%
51,600
-63,765
54
$1.03M 0.66%
5,605
-25
55
$1.01M 0.65%
20,880
-4,395
56
$893K 0.57%
10,000
-200
57
$812K 0.52%
9,770
-170
58
$806K 0.52%
47,025
-18,700
59
$777K 0.5%
8,885
+760
60
$734K 0.47%
9,620
-650
61
$709K 0.46%
9,755
-1,300
62
$671K 0.43%
15,712
+295
63
$670K 0.43%
6,776
64
$653K 0.42%
16,625
+100
65
$637K 0.41%
9,250
66
$626K 0.4%
7,865
67
$621K 0.4%
8,000
+3,500
68
$617K 0.4%
16,900
+8,150
69
$572K 0.37%
5,437
-3,475
70
$534K 0.34%
59,500
+24,000
71
$529K 0.34%
9,525
+3,150
72
$511K 0.33%
1,665
-665
73
$511K 0.33%
6,000
-400
74
$498K 0.32%
7,640
+515
75
$488K 0.31%
7,216
-401
1 2
3
4 5