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
$185M
AUM Growth
+$6.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.07M
3
+$694K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$680K
5
QCOM icon
Qualcomm
QCOM
+$568K

Top Sells

1
+$1.26M
2
+$996K
3
+$945K
4
CBI
Chicago Bridge & Iron Nv
CBI
+$941K
5
ORLY icon
O'Reilly Automotive
ORLY
+$588K

Sector Composition

1 Technology 20%
2 Healthcare 16.62%
3 Consumer Staples 14.83%
4 Financials 11.57%
5 Industrials 10.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.16M 0.63%
4,553
-76
52
$1.08M 0.58%
74,070
-40,305
53
$1.07M 0.58%
+34,735
54
$1.05M 0.57%
8,154
+185
55
$1M 0.54%
6,193
+839
56
$940K 0.51%
24,198
+10,814
57
$852K 0.46%
6,667
-251
58
$845K 0.46%
12,710
+570
59
$833K 0.45%
9,856
-214
60
$819K 0.44%
16,815
+5,015
61
$819K 0.44%
15,140
62
$818K 0.44%
6,620
63
$760K 0.41%
9,700
-975
64
$758K 0.41%
9,395
+300
65
$749K 0.41%
4,350
-350
66
$740K 0.4%
14,247
-150
67
$671K 0.36%
4,375
+420
68
$644K 0.35%
9,098
-13,345
69
$642K 0.35%
8,067
-41
70
$639K 0.35%
26,340
+2,600
71
$585K 0.32%
10,700
72
$573K 0.31%
4,065
-15
73
$562K 0.3%
10,082
+339
74
$558K 0.3%
12,000
+100
75
$557K 0.3%
11,900
-200
1 2
3
4 5