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
$255M
AUM Growth
+$8.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$811K
3
+$733K
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$729K
5
ABMD
Abiomed Inc
ABMD
+$572K

Top Sells

1
+$2.84M
2
+$1.37M
3
+$664K
4
MSFT icon
Microsoft
MSFT
+$652K
5
ABBV icon
AbbVie
ABBV
+$625K

Sector Composition

1 Technology 30.28%
2 Healthcare 15.47%
3 Financials 10.5%
4 Consumer Staples 10.1%
5 Consumer Discretionary 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$733K 0.29%
+13,875
77
$728K 0.29%
2,091
-75
78
$710K 0.28%
8,100
-160
79
$710K 0.28%
10,700
80
$693K 0.27%
35,800
+750
81
$693K 0.27%
5,456
+950
82
$676K 0.26%
14,320
-3,750
83
$655K 0.26%
12,870
-1,600
84
$646K 0.25%
14,319
+7,504
85
$626K 0.25%
61,000
-8,425
86
$620K 0.24%
1,645
-40
87
$615K 0.24%
5,134
+445
88
$609K 0.24%
6,642
-6,540
89
$578K 0.23%
9,575
90
$576K 0.23%
5,614
-1,040
91
$557K 0.22%
2,410
+250
92
$511K 0.2%
2,085
93
$497K 0.19%
16,470
-5,259
94
$490K 0.19%
980
95
$487K 0.19%
+2,575
96
$475K 0.19%
8,156
-250
97
$474K 0.19%
1,335
-310
98
$468K 0.18%
19,170
-1,800
99
$462K 0.18%
8,960
-1,200
100
$446K 0.17%
11,158
-8,905
2 3
4
5 6