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
$161M
AUM Growth
+$5.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$859K
2
+$799K
3
+$689K
4
ETN icon
Eaton
ETN
+$646K
5
AFL icon
Aflac
AFL
+$498K

Top Sells

1
+$725K
2
+$628K
3
+$602K
4
FE icon
FirstEnergy
FE
+$361K
5
MO icon
Altria Group
MO
+$360K

Sector Composition

1 Consumer Staples 18.53%
2 Healthcare 18.13%
3 Technology 16.01%
4 Industrials 12.11%
5 Financials 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$237K 0.15%
3,230
102
$236K 0.15%
+5,095
103
$223K 0.14%
9,750
-2,000
104
$219K 0.14%
2,229
-225
105
$212K 0.13%
6,100
106
$210K 0.13%
+2,845
107
$204K 0.13%
1,230
108
$202K 0.13%
1,390
-250
109
$160K 0.1%
26,100
110
$145K 0.09%
12,985
111
$101K 0.06%
16,820
-700
112
– –
-790
113
– –
-10,035
114
– –
-5,395
115
– –
-7,085
116
– –
-16,625
1 2 3 4
5