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
$214M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$644K
2
+$398K
3
+$367K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$347K
5
AVGO icon
Broadcom
AVGO
+$293K

Top Sells

1
+$541K
2
+$280K
3
+$202K
4
ABT icon
Abbott
ABT
+$189K
5
GD icon
General Dynamics
GD
+$154K

Sector Composition

1 Technology 23.34%
2 Healthcare 15.35%
3 Financials 12.99%
4 Consumer Staples 11.46%
5 Industrials 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.61M 0.75%
63,905
+700
52
$1.56M 0.73%
8,554
+50
53
$1.4M 0.65%
17,272
-636
54
$1.24M 0.58%
13,084
+1,530
55
$1.17M 0.54%
13,675
+2,290
56
$1.15M 0.53%
26,625
+14,977
57
$1.09M 0.51%
18,559
+6,771
58
$1.08M 0.5%
6,790
-50
59
$1.02M 0.48%
16,138
-115
60
$1.01M 0.47%
49,600
61
$984K 0.46%
5,902
+5
62
$978K 0.46%
30,096
-75
63
$952K 0.44%
21,843
+305
64
$908K 0.42%
4,730
65
$878K 0.41%
4,810
-110
66
$837K 0.39%
16,740
-175
67
$827K 0.39%
14,870
-9,730
68
$797K 0.37%
3,968
-155
69
$779K 0.36%
7,016
+975
70
$775K 0.36%
6,759
-60
71
$730K 0.34%
15,141
-325
72
$651K 0.3%
5,247
-803
73
$649K 0.3%
4,510
+200
74
$638K 0.3%
10,700
75
$630K 0.29%
54,625
+6,350
1 2
3
4 5