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
$247M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1 +$1.03M
2 +$839K
3 +$586K
4
GDX icon
VanEck Gold Miners ETF
GDX
+$520K
5
PRAA icon
PRA Group
PRAA
+$509K

Top Sells

1 +$1.49M
2 +$1.22M
3 +$805K
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$716K
5
OKE icon
Oneok
OKE
+$584K

Sector Composition

1 Technology 29.22%
2 Healthcare 15.8%
3 Consumer Staples 10.55%
4 Financials 9.74%
5 Consumer Discretionary 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.56M 0.63%
11,830
52
$1.45M 0.59%
15,525
-25
53
$1.44M 0.58%
65,915
+6,673
54
$1.37M 0.55%
4,921
55
$1.35M 0.55%
18,045
56
$1.31M 0.53%
38,209
-5,125
57
$1.28M 0.52%
20,049
+736
58
$1.23M 0.5%
31,281
+13,286
59
$1.18M 0.48%
7,180
+340
60
$1.18M 0.48%
25,415
+2,930
61
$1.12M 0.45%
28,989
-2,100
62
$1.05M 0.43%
3,796
+750
63
$1.02M 0.41%
11,645
-325
64
$1.01M 0.41%
2,060
+55
65
$955K 0.39%
4,833
-7,516
66
$929K 0.38%
13,182
+530
67
$918K 0.37%
7,397
-45
68
$895K 0.36%
31,424
+20,558
69
$839K 0.34%
+31,000
70
$757K 0.31%
48,420
+6,000
71
$752K 0.3%
20,650
-550
72
$745K 0.3%
3,845
-100
73
$713K 0.29%
2,166
-140
74
$697K 0.28%
69,425
75
$693K 0.28%
3,970