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
$276M
AUM Growth
-$3.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.15M
3
+$911K
4
HOLX icon
Hologic
HOLX
+$741K
5
TJX icon
TJX Companies
TJX
+$569K

Top Sells

1
+$1.96M
2
+$612K
3
+$573K
4
PHYS icon
Sprott Physical Gold
PHYS
+$385K
5
AAPL icon
Apple
AAPL
+$381K

Sector Composition

1 Technology 29.79%
2 Healthcare 14.48%
3 Financials 10.87%
4 Consumer Staples 9.49%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.76M 0.64%
8,300
-355
52
$1.69M 0.61%
14,035
-165
53
$1.6M 0.58%
78,423
-10,599
54
$1.56M 0.56%
34,238
+961
55
$1.51M 0.55%
2,627
-315
56
$1.51M 0.55%
4,455
-250
57
$1.46M 0.53%
6,610
+485
58
$1.45M 0.52%
15,393
+5,010
59
$1.41M 0.51%
10,560
+40
60
$1.32M 0.48%
47,225
-615
61
$1.2M 0.43%
3,420
-450
62
$1.19M 0.43%
24,550
+680
63
$1.15M 0.42%
21,167
-2,615
64
$1.15M 0.41%
+10,895
65
$1.12M 0.4%
6,594
-135
66
$1.08M 0.39%
42,510
-430
67
$1.07M 0.39%
32,775
-595
68
$1.07M 0.39%
15,479
+260
69
$1.03M 0.37%
3,179
-100
70
$1.03M 0.37%
3,070
71
$943K 0.34%
27,999
+336
72
$938K 0.34%
7,370
-88
73
$937K 0.34%
2,315
-11
74
$932K 0.34%
14,125
+8,625
75
$918K 0.33%
2,043
-752
1 2
3
4 5