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
$265M
AUM Growth
+$9.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.49M
3
+$1.12M
4
LHX icon
L3Harris
LHX
+$631K
5
ABBV icon
AbbVie
ABBV
+$590K

Top Sells

1
+$1.73M
2
+$795K
3
+$790K
4
TDOC icon
Teladoc Health
TDOC
+$770K
5
ABMD
Abiomed Inc
ABMD
+$405K

Sector Composition

1 Technology 29.08%
2 Healthcare 15.49%
3 Financials 10.73%
4 Consumer Staples 10.25%
5 Consumer Discretionary 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$868K 0.33%
7,433
+284
77
$857K 0.32%
8,232
+1,590
78
$854K 0.32%
3,518
+107
79
$846K 0.32%
8,200
+100
80
$846K 0.32%
5,556
+100
81
$823K 0.31%
13,820
-500
82
$807K 0.3%
2,290
+645
83
$748K 0.28%
10,811
-2,035
84
$670K 0.25%
67,850
+6,850
85
$662K 0.25%
16,945
+475
86
$657K 0.25%
12,005
-1,870
87
$641K 0.24%
2,091
88
$626K 0.24%
16,072
+1,753
89
$622K 0.23%
35,800
90
$609K 0.23%
5,009
-125
91
$573K 0.22%
1,550
+215
92
$556K 0.21%
10,488
-670
93
$535K 0.2%
9,575
94
$513K 0.19%
2,085
95
$511K 0.19%
7,906
-250
96
$486K 0.18%
1,300
97
$480K 0.18%
980
98
$477K 0.18%
18,990
-180
99
$420K 0.16%
7,760
-1,200
100
$417K 0.16%
7,536
+5
2 3
4
5 6