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
$265M
AUM Growth
+$9.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.49M
3
+$1.12M
4
LHX icon
L3Harris
LHX
+$631K
5
ABBV icon
AbbVie
ABBV
+$590K

Top Sells

1
+$1.73M
2
+$795K
3
+$790K
4
TDOC icon
Teladoc Health
TDOC
+$770K
5
ABMD
Abiomed Inc
ABMD
+$405K

Sector Composition

1 Technology 29.08%
2 Healthcare 15.49%
3 Financials 10.73%
4 Consumer Staples 10.25%
5 Consumer Discretionary 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.82M 0.69%
23,604
-1,682
52
$1.58M 0.6%
30,951
+1,876
53
$1.58M 0.6%
17,795
+1,225
54
$1.45M 0.55%
14,600
-50
55
$1.38M 0.52%
6,488
+20
56
$1.37M 0.52%
7,429
+102
57
$1.37M 0.52%
4,290
-1,271
58
$1.33M 0.5%
4,364
+43
59
$1.31M 0.49%
3,970
60
$1.3M 0.49%
2,742
+485
61
$1.22M 0.46%
4,155
-485
62
$1.19M 0.45%
19,796
-5,255
63
$1.16M 0.44%
35,150
-7,570
64
$1.15M 0.44%
5,690
+3,115
65
$1.12M 0.42%
+39,285
66
$1.03M 0.39%
11,885
-460
67
$1.03M 0.39%
15,054
+923
68
$1.02M 0.38%
5,598
-4,240
69
$1.01M 0.38%
3,070
-275
70
$993K 0.37%
28,879
-241
71
$982K 0.37%
30,225
+1,100
72
$975K 0.37%
3,933
-25
73
$958K 0.36%
20,670
-680
74
$947K 0.36%
10,570
-2,300
75
$893K 0.34%
10,700
1 2
3
4 5