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
$280M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$598K
2
+$579K
3
+$490K
4
TJX icon
TJX Companies
TJX
+$371K
5
UPS icon
United Parcel Service
UPS
+$345K

Top Sells

1
+$1.02M
2
+$516K
3
+$433K
4
PRAA icon
PRA Group
PRAA
+$364K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$352K

Sector Composition

1 Technology 29.16%
2 Healthcare 14.64%
3 Financials 10.85%
4 Consumer Staples 10.11%
5 Consumer Discretionary 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$939K 0.34%
7,458
+25
77
$935K 0.33%
14,370
+550
78
$933K 0.33%
20,603
+3,658
79
$900K 0.32%
14,215
+9,445
80
$860K 0.31%
5,531
-25
81
$849K 0.3%
2,326
+235
82
$765K 0.27%
2,625
-893
83
$753K 0.27%
10,700
84
$737K 0.26%
9,230
-1,340
85
$713K 0.26%
68,220
+370
86
$669K 0.24%
35,800
87
$661K 0.24%
9,606
+1,700
88
$658K 0.24%
1,740
+190
89
$639K 0.23%
10,488
90
$619K 0.22%
980
91
$612K 0.22%
14,823
-1,249
92
$601K 0.22%
26,240
+6,030
93
$582K 0.21%
1,650
+350
94
$579K 0.21%
+12,210
95
$568K 0.2%
2,085
96
$560K 0.2%
8,511
97
$544K 0.19%
4,170
+1,215
98
$540K 0.19%
4,034
-975
99
$521K 0.19%
22,992
+4,800
100
$494K 0.18%
18,990
2 3
4
5 6