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
$217M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$697K
2
+$513K
3
+$399K
4
VZ icon
Verizon
VZ
+$290K
5
TD icon
Toronto Dominion Bank
TD
+$279K

Top Sells

1
+$1.08M
2
+$813K
3
+$461K
4
LRCX icon
Lam Research
LRCX
+$442K
5
AAPL icon
Apple
AAPL
+$367K

Sector Composition

1 Technology 23.44%
2 Healthcare 16.82%
3 Financials 13.7%
4 Consumer Staples 10.45%
5 Industrials 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.6M 0.74%
18,146
-2,662
52
$1.54M 0.71%
18,945
-100
53
$1.54M 0.71%
15,058
-1,790
54
$1.33M 0.62%
18,365
-550
55
$1.29M 0.59%
22,625
-2,100
56
$1.24M 0.57%
16,958
+970
57
$1.22M 0.56%
7,422
-500
58
$1.14M 0.52%
7,137
-26
59
$1.06M 0.49%
8,347
+577
60
$1.06M 0.49%
11,045
-525
61
$925K 0.43%
7,127
+121
62
$887K 0.41%
10,558
-3,176
63
$856K 0.39%
4,130
-145
64
$851K 0.39%
6,552
+441
65
$849K 0.39%
27,120
-450
66
$822K 0.38%
3,960
-450
67
$806K 0.37%
17,115
-400
68
$784K 0.36%
14,841
+1,000
69
$761K 0.35%
49,600
-5,200
70
$759K 0.35%
15,545
-750
71
$736K 0.34%
4,470
+10
72
$708K 0.33%
21,538
-42
73
$678K 0.31%
4,135
+550
74
$676K 0.31%
8,758
+350
75
$606K 0.28%
7,390
-300
1 2
3
4 5