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
$276M
AUM Growth
-$3.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.15M
3
+$911K
4
HOLX icon
Hologic
HOLX
+$741K
5
TJX icon
TJX Companies
TJX
+$569K

Top Sells

1
+$1.96M
2
+$612K
3
+$573K
4
PHYS icon
Sprott Physical Gold
PHYS
+$385K
5
AAPL icon
Apple
AAPL
+$381K

Sector Composition

1 Technology 29.79%
2 Healthcare 14.48%
3 Financials 10.87%
4 Consumer Staples 9.49%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$893K 0.32%
5,456
-75
77
$870K 0.31%
15,280
+910
78
$866K 0.31%
9,770
+540
79
$842K 0.3%
28,575
-1,810
80
$811K 0.29%
11,606
+2,000
81
$794K 0.29%
10,700
82
$784K 0.28%
13,615
-600
83
$773K 0.28%
3,083
-650
84
$770K 0.28%
72,220
+4,000
85
$751K 0.27%
16,175
-4,428
86
$745K 0.27%
28,870
+9,880
87
$741K 0.27%
+10,040
88
$709K 0.26%
10,456
-32
89
$672K 0.24%
2,583
-42
90
$653K 0.24%
1,950
+300
91
$617K 0.22%
12,520
+310
92
$613K 0.22%
35,800
93
$609K 0.22%
980
94
$585K 0.21%
25,620
-620
95
$583K 0.21%
2,085
96
$566K 0.2%
1,640
-100
97
$560K 0.2%
10,915
+2,585
98
$553K 0.2%
+4,800
99
$542K 0.2%
4,170
100
$533K 0.19%
19,514
+8,600
2 3
4
5 6