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
$255M
AUM Growth
+$8.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$811K
3
+$733K
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$729K
5
ABMD
Abiomed Inc
ABMD
+$572K

Top Sells

1
+$2.84M
2
+$1.37M
3
+$664K
4
MSFT icon
Microsoft
MSFT
+$652K
5
ABBV icon
AbbVie
ABBV
+$625K

Sector Composition

1 Technology 30.28%
2 Healthcare 15.47%
3 Financials 10.5%
4 Consumer Staples 10.1%
5 Consumer Discretionary 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.68M 0.66%
77,206
-20,779
52
$1.64M 0.64%
7,720
+540
53
$1.5M 0.59%
25,051
-1,440
54
$1.47M 0.57%
48,710
-17,205
55
$1.44M 0.56%
6,468
-300
56
$1.41M 0.55%
34,291
-3,918
57
$1.41M 0.55%
14,650
-875
58
$1.37M 0.54%
16,570
-1,475
59
$1.33M 0.52%
7,327
-70
60
$1.27M 0.5%
4,640
-1,840
61
$1.19M 0.47%
29,075
+86
62
$1.15M 0.45%
4,321
-600
63
$1.13M 0.44%
2,257
+197
64
$1.11M 0.44%
42,720
-5,700
65
$1.05M 0.41%
29,125
-2,156
66
$1.01M 0.4%
12,345
+700
67
$984K 0.39%
29,120
-2,304
68
$953K 0.37%
14,131
+10,810
69
$935K 0.37%
21,350
+700
70
$927K 0.36%
3,958
-875
71
$921K 0.36%
3,970
72
$872K 0.34%
12,846
-7,203
73
$866K 0.34%
3,345
-500
74
$811K 0.32%
+7,149
75
$799K 0.31%
3,411
+271
1 2
3
4 5