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
$141M
AUM Growth
+$6.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$982K
2
+$666K
3
+$574K
4
LNN icon
Lindsay Corp
LNN
+$517K
5
FCX icon
Freeport-McMoran
FCX
+$504K

Top Sells

1
+$1.08M
2
+$319K
3
+$272K
4
OXY icon
Occidental Petroleum
OXY
+$262K
5
UTHR icon
United Therapeutics
UTHR
+$260K

Sector Composition

1 Consumer Staples 16.52%
2 Healthcare 15.94%
3 Technology 14.45%
4 Energy 9.99%
5 Industrials 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$380K 0.27%
20,540
-12,000
77
$377K 0.27%
31,724
-1,600
78
$373K 0.27%
2,815
+375
79
$364K 0.26%
5,440
-680
80
$359K 0.26%
12,848
81
$354K 0.25%
3,685
-110
82
$353K 0.25%
5,020
-410
83
$344K 0.24%
2,898
-450
84
$344K 0.24%
8,313
-2,000
85
$344K 0.24%
5,036
-80
86
$341K 0.24%
+66
87
$335K 0.24%
3,602
88
$313K 0.22%
6,120
-1,000
89
$308K 0.22%
10,850
90
$304K 0.22%
4,712
91
$302K 0.21%
11,692
92
$280K 0.2%
7,120
-850
93
$268K 0.19%
3,342
+22
94
$258K 0.18%
3,000
95
$254K 0.18%
70,000
96
$246K 0.17%
5,325
97
$237K 0.17%
4,110
-532
98
$224K 0.16%
+3,600
99
$211K 0.15%
+3,590
100
$200K 0.14%
17,000
1 2 3
4
5