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
$204M
AUM Growth
+$4.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$995K
2
+$898K
3
+$633K
4
EG icon
Everest Group
EG
+$551K
5
STT icon
State Street
STT
+$523K

Top Sells

1
+$694K
2
+$486K
3
+$428K
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$421K
5
PG icon
Procter & Gamble
PG
+$374K

Sector Composition

1 Technology 23.4%
2 Healthcare 15.56%
3 Financials 13.43%
4 Consumer Staples 10.99%
5 Industrials 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.54M 0.75%
19,045
52
$1.47M 0.72%
22,590
+1,475
53
$1.45M 0.71%
7,509
+125
54
$1.35M 0.66%
9,923
+7,300
55
$1.29M 0.63%
18,915
-1,300
56
$1.28M 0.63%
13,734
+5,616
57
$1.21M 0.59%
24,725
-125
58
$989K 0.48%
7,163
+261
59
$971K 0.48%
16,295
-300
60
$960K 0.47%
15,988
+1,390
61
$932K 0.46%
7,006
-473
62
$841K 0.41%
7,770
-181
63
$839K 0.41%
11,570
+3,720
64
$834K 0.41%
4,275
65
$827K 0.41%
4,460
-200
66
$814K 0.4%
4,410
+360
67
$813K 0.4%
13,595
68
$787K 0.39%
27,570
-15,000
69
$753K 0.37%
17,515
+1,835
70
$718K 0.35%
54,800
71
$697K 0.34%
40,380
72
$692K 0.34%
13,841
+174
73
$662K 0.32%
21,580
-600
74
$643K 0.32%
7,690
75
$633K 0.31%
+6,111
1 2
3
4 5