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
$131M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$4.57M
2
+$4.37M
3
+$4.27M
4
VZ icon
Verizon
VZ
+$4.1M
5
JNJ icon
Johnson & Johnson
JNJ
+$4.04M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 17.26%
2 Healthcare 15.2%
3 Technology 14.36%
4 Energy 10.18%
5 Financials 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$375K 0.29%
+3,348
77
$359K 0.27%
+9,750
78
$333K 0.25%
+6,822
79
$322K 0.25%
+5,435
80
$305K 0.23%
+12,092
81
$297K 0.23%
+3,562
82
$290K 0.22%
+3,500
83
$285K 0.22%
+5,100
84
$282K 0.22%
+12,848
85
$281K 0.21%
+2,440
86
$279K 0.21%
+70,000
87
$266K 0.2%
+8,120
88
$247K 0.19%
+4,712
89
$237K 0.18%
+17,000
90
$237K 0.18%
+4,075
91
$237K 0.18%
+1,865
92
$234K 0.18%
+2,920
93
$233K 0.18%
+9,500
94
$226K 0.17%
+3,000
95
$210K 0.16%
+3,555
96
$208K 0.16%
+3,800
97
$148K 0.11%
+1,500
98
$138K 0.11%
+3,750
99
$105K 0.08%
+11,000
100
$93K 0.07%
+3,000
1 2 3
4
5