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
$161M
AUM Growth
+$5.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$859K
2
+$799K
3
+$689K
4
ETN icon
Eaton
ETN
+$646K
5
AFL icon
Aflac
AFL
+$498K

Top Sells

1
+$725K
2
+$628K
3
+$602K
4
FE icon
FirstEnergy
FE
+$361K
5
MO icon
Altria Group
MO
+$360K

Sector Composition

1 Consumer Staples 18.53%
2 Healthcare 18.13%
3 Technology 16.01%
4 Industrials 12.11%
5 Financials 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$498K 0.31%
+13,780
77
$486K 0.3%
6,550
-200
78
$483K 0.3%
60,000
79
$475K 0.3%
4,200
+200
80
$474K 0.29%
3,706
+375
81
$461K 0.29%
16,610
-50
82
$442K 0.28%
4,510
+250
83
$417K 0.26%
7,100
+2,200
84
$416K 0.26%
11,800
85
$412K 0.26%
10,360
-400
86
$411K 0.26%
10,500
87
$400K 0.25%
5,075
+300
88
$395K 0.25%
2,614
89
$394K 0.25%
+29,680
90
$387K 0.24%
14,380
-140
91
$354K 0.22%
5,100
+1,275
92
$315K 0.2%
5,162
+65
93
$301K 0.19%
3,775
94
$298K 0.19%
3,820
-100
95
$295K 0.18%
+7,850
96
$291K 0.18%
2,711
-230
97
$290K 0.18%
+8,700
98
$284K 0.18%
5,175
-40
99
$278K 0.17%
2,200
100
$243K 0.15%
4,195
-398
1 2 3
4
5