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
$199M
AUM Growth
-$2.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$834K
3
+$610K
4
TDOC icon
Teladoc Health
TDOC
+$474K
5
SPH icon
Suburban Propane Partners
SPH
+$440K

Top Sells

1
+$818K
2
+$680K
3
+$324K
4
CELG
Celgene Corp
CELG
+$322K
5
AFL icon
Aflac
AFL
+$315K

Sector Composition

1 Technology 23.05%
2 Healthcare 15.22%
3 Financials 13.25%
4 Consumer Staples 12.09%
5 Industrials 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$589K 0.3%
10,700
77
$585K 0.29%
22,180
+4,000
78
$561K 0.28%
7,150
+10
79
$548K 0.27%
3,893
+590
80
$542K 0.27%
10,460
-320
81
$500K 0.25%
7,690
82
$490K 0.25%
37,100
-100
83
$473K 0.24%
7,850
84
$468K 0.23%
4,295
85
$457K 0.23%
10,500
-1,200
86
$447K 0.22%
54,800
87
$440K 0.22%
+20,000
88
$433K 0.22%
2,170
89
$430K 0.22%
4,380
-100
90
$421K 0.21%
14,658
+1,509
91
$419K 0.21%
10,260
92
$418K 0.21%
2,849
93
$400K 0.2%
+10,000
94
$388K 0.19%
3,525
95
$385K 0.19%
9,855
96
$358K 0.18%
4,725
+175
97
$346K 0.17%
33,625
+1,000
98
$346K 0.17%
3,591
+124
99
$342K 0.17%
+3,573
100
$321K 0.16%
+3,100
1 2 3
4
5