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
$189M
AUM Growth
-$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$608K
2
+$415K
3
+$394K
4
DIS icon
Walt Disney
DIS
+$386K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$344K

Top Sells

1
+$759K
2
+$701K
3
+$499K
4
DD icon
DuPont de Nemours
DD
+$297K
5
BIDU icon
Baidu
BIDU
+$281K

Sector Composition

1 Technology 21.98%
2 Healthcare 16.98%
3 Financials 13.47%
4 Consumer Staples 11.63%
5 Industrials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.3M 0.69%
8,504
+135
52
$1.26M 0.67%
18,845
-100
53
$1.22M 0.65%
24,600
-1,460
54
$1.2M 0.64%
17,908
-238
55
$1.11M 0.59%
16,253
-705
56
$1.03M 0.55%
11,554
+6,796
57
$937K 0.5%
30,171
+3,051
58
$904K 0.48%
6,840
-297
59
$842K 0.45%
4,123
+1,930
60
$813K 0.43%
4,730
+600
61
$777K 0.41%
21,538
-4,792
62
$773K 0.41%
5,897
-1,525
63
$771K 0.41%
16,915
-200
64
$757K 0.4%
11,385
+340
65
$756K 0.4%
3,885
-75
66
$707K 0.37%
15,466
+625
67
$674K 0.36%
4,920
+450
68
$667K 0.35%
6,819
+267
69
$662K 0.35%
6,041
+3,520
70
$625K 0.33%
49,600
71
$618K 0.33%
11,788
+6,555
72
$609K 0.32%
6,050
-2,297
73
$551K 0.29%
10,540
74
$548K 0.29%
8,758
75
$542K 0.29%
4,759
-50
1 2
3
4 5