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
$217M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$697K
2
+$513K
3
+$399K
4
VZ icon
Verizon
VZ
+$290K
5
TD icon
Toronto Dominion Bank
TD
+$279K

Top Sells

1
+$1.08M
2
+$813K
3
+$461K
4
LRCX icon
Lam Research
LRCX
+$442K
5
AAPL icon
Apple
AAPL
+$367K

Sector Composition

1 Technology 23.44%
2 Healthcare 16.82%
3 Financials 13.7%
4 Consumer Staples 10.45%
5 Industrials 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$604K 0.28%
43,380
+3,000
77
$583K 0.27%
10,700
78
$580K 0.27%
10,540
-350
79
$562K 0.26%
4,330
+50
80
$555K 0.26%
4,189
+151
81
$546K 0.25%
4,809
-150
82
$537K 0.25%
48,525
+14,900
83
$537K 0.25%
8,900
+440
84
$513K 0.24%
+4,758
85
$499K 0.23%
8,032
-100
86
$495K 0.23%
3,425
+576
87
$471K 0.22%
20,000
88
$470K 0.22%
2,193
+85
89
$453K 0.21%
2,465
+662
90
$443K 0.2%
4,659
+766
91
$437K 0.2%
4,295
92
$437K 0.2%
10,260
93
$427K 0.2%
10,500
94
$412K 0.19%
35,300
-1,200
95
$411K 0.19%
6,041
-118
96
$400K 0.18%
3,664
-397
97
$395K 0.18%
10,000
98
$393K 0.18%
3,475
99
$390K 0.18%
1,315
-5
100
$386K 0.18%
4,944
-555
2 3
4
5 6