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
$134M
AUM Growth
+$3.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$741K
3
+$514K
4
ACN icon
Accenture
ACN
+$336K
5
RGLD icon
Royal Gold
RGLD
+$260K

Top Sells

1
+$2.29M
2
+$451K
3
+$359K
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$237K
5
PG icon
Procter & Gamble
PG
+$234K

Sector Composition

1 Consumer Staples 16.28%
2 Healthcare 15.62%
3 Technology 14.8%
4 Energy 10.29%
5 Financials 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$384K 0.29%
6,120
-480
77
$381K 0.28%
3,348
78
$381K 0.28%
3,645
-300
79
$359K 0.27%
7,120
-582
80
$336K 0.25%
5,116
-319
81
$333K 0.25%
3,795
+295
82
$332K 0.25%
5,430
+330
83
$311K 0.23%
2,440
84
$307K 0.23%
7,970
-150
85
$295K 0.22%
3,602
+40
86
$290K 0.22%
11,692
-400
87
$281K 0.21%
12,848
88
$280K 0.21%
10,850
+1,350
89
$267K 0.2%
3,320
+400
90
$262K 0.2%
4,642
-2,180
91
$262K 0.2%
4,712
92
$260K 0.19%
+5,325
93
$247K 0.18%
3,000
94
$210K 0.16%
70,000
95
$201K 0.15%
17,000
96
$148K 0.11%
1,500
97
$115K 0.09%
11,000
98
$101K 0.08%
3,000
99
$75K 0.06%
31,900
100
$54K 0.04%
20,700
-800
1 2 3
4
5