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
$280M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$598K
2
+$579K
3
+$490K
4
TJX icon
TJX Companies
TJX
+$371K
5
UPS icon
United Parcel Service
UPS
+$345K

Top Sells

1
+$1.02M
2
+$516K
3
+$433K
4
PRAA icon
PRA Group
PRAA
+$364K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$352K

Sector Composition

1 Technology 29.16%
2 Healthcare 14.64%
3 Financials 10.85%
4 Consumer Staples 10.11%
5 Consumer Discretionary 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.79M 0.64%
39,600
52
$1.72M 0.62%
2,942
+200
53
$1.64M 0.59%
4,705
+550
54
$1.59M 0.57%
6,513
+25
55
$1.59M 0.57%
33,277
+2,326
56
$1.56M 0.56%
14,200
-400
57
$1.51M 0.54%
23,782
+3,986
58
$1.46M 0.52%
4,574
+210
59
$1.32M 0.47%
6,125
+435
60
$1.32M 0.47%
47,840
+8,555
61
$1.32M 0.47%
42,940
-445
62
$1.28M 0.46%
10,520
+2,320
63
$1.24M 0.44%
33,370
-1,780
64
$1.24M 0.44%
3,870
-100
65
$1.18M 0.42%
6,729
-700
66
$1.14M 0.41%
23,870
+3,200
67
$1.11M 0.4%
2,795
+505
68
$1.07M 0.38%
10,383
+2,151
69
$1.06M 0.38%
15,219
+165
70
$1.05M 0.38%
12,525
+640
71
$1.03M 0.37%
30,385
+160
72
$1.02M 0.37%
3,279
-1,011
73
$995K 0.36%
3,070
74
$983K 0.35%
27,663
-1,216
75
$941K 0.34%
3,733
-200
1 2
3
4 5