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
$199M
AUM Growth
-$2.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$834K
3
+$610K
4
TDOC icon
Teladoc Health
TDOC
+$474K
5
SPH icon
Suburban Propane Partners
SPH
+$440K

Top Sells

1
+$818K
2
+$680K
3
+$324K
4
CELG
Celgene Corp
CELG
+$322K
5
AFL icon
Aflac
AFL
+$315K

Sector Composition

1 Technology 23.05%
2 Healthcare 15.22%
3 Financials 13.25%
4 Consumer Staples 12.09%
5 Industrials 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.34M 0.67%
20,215
-835
52
$1.33M 0.67%
20,491
+2,870
53
$1.32M 0.66%
8,247
-5,118
54
$1.26M 0.63%
42,570
-3,210
55
$1.19M 0.6%
29,451
+11,760
56
$1.13M 0.57%
21,115
+5,150
57
$1.02M 0.51%
+16,595
58
$961K 0.48%
7,479
+243
59
$956K 0.48%
6,902
-4
60
$956K 0.48%
14,598
+9,322
61
$855K 0.43%
4,660
-352
62
$842K 0.42%
7,951
+2,880
63
$810K 0.41%
8,118
+2,721
64
$789K 0.4%
13,595
+190
65
$767K 0.38%
37,750
+5,500
66
$762K 0.38%
4,275
-79
67
$733K 0.37%
4,245
+100
68
$709K 0.36%
40,380
+20,000
69
$690K 0.35%
4,050
-50
70
$690K 0.35%
13,667
-12
71
$689K 0.35%
6,259
-705
72
$686K 0.34%
15,680
-7,206
73
$679K 0.34%
10,732
-11
74
$641K 0.32%
8,508
-90
75
$605K 0.3%
10,890
-600
1 2
3
4 5