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
$161M
AUM Growth
+$5.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$859K
2
+$799K
3
+$689K
4
ETN icon
Eaton
ETN
+$646K
5
AFL icon
Aflac
AFL
+$498K

Top Sells

1
+$725K
2
+$628K
3
+$602K
4
FE icon
FirstEnergy
FE
+$361K
5
MO icon
Altria Group
MO
+$360K

Sector Composition

1 Consumer Staples 18.53%
2 Healthcare 18.13%
3 Technology 16.01%
4 Industrials 12.11%
5 Financials 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.12M 0.7%
9,900
52
$1.1M 0.69%
8,600
+250
53
$1.1M 0.69%
4,440
+655
54
$1.07M 0.67%
14,368
-2,290
55
$956K 0.59%
10,848
+953
56
$946K 0.59%
17,765
-390
57
$873K 0.54%
6,180
+900
58
$831K 0.52%
4,545
-850
59
$799K 0.5%
+5,250
60
$783K 0.49%
23,200
+100
61
$782K 0.49%
11,190
+310
62
$742K 0.46%
6,687
+660
63
$732K 0.46%
45,025
-2,100
64
$696K 0.43%
8,350
+2,700
65
$671K 0.42%
4,929
+2,450
66
$624K 0.39%
8,482
-368
67
$608K 0.38%
57,200
+4,200
68
$604K 0.38%
7,984
+780
69
$584K 0.36%
14,477
-1,225
70
$555K 0.35%
6,842
-765
71
$541K 0.34%
6,670
-3,050
72
$537K 0.33%
10,490
+270
73
$530K 0.33%
4,975
-200
74
$522K 0.32%
12,600
75
$500K 0.31%
35,900
1 2
3
4 5