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
$155M
AUM Growth
-$606K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$624K
3
+$586K
4
CRI icon
Carter's
CRI
+$546K
5
MCHP icon
Microchip Technology
MCHP
+$429K

Top Sells

1
+$2.77M
2
+$1.1M
3
+$490K
4
WFC icon
Wells Fargo
WFC
+$411K
5
AAPL icon
Apple
AAPL
+$352K

Sector Composition

1 Consumer Staples 18.88%
2 Healthcare 17.48%
3 Technology 16.97%
4 Industrials 11.85%
5 Financials 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$464K 0.3%
12,600
77
$451K 0.29%
11,800
78
$445K 0.29%
3,331
+261
79
$432K 0.28%
4,000
+150
80
$431K 0.28%
35,900
81
$424K 0.27%
4,260
-1,177
82
$405K 0.26%
60,000
83
$400K 0.26%
10,760
-532
84
$399K 0.26%
2,614
+82
85
$394K 0.25%
14,520
-100
86
$361K 0.23%
10,035
87
$344K 0.22%
4,775
+76
88
$337K 0.22%
5,215
-2,425
89
$333K 0.21%
16,660
-500
90
$309K 0.2%
2,941
-320
91
$304K 0.2%
+2,479
92
$299K 0.19%
3,775
-150
93
$295K 0.19%
5,097
+200
94
$281K 0.18%
4,593
95
$280K 0.18%
10,500
-300
96
$267K 0.17%
11,750
97
$260K 0.17%
4,900
+400
98
$259K 0.17%
3,825
99
$251K 0.16%
2,200
-500
100
$236K 0.15%
3,230
+55
1 2 3
4
5