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
$165M
AUM Growth
+$6.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$948K
3
+$586K
4
BK icon
Bank of New York Mellon
BK
+$582K
5
INTC icon
Intel
INTC
+$535K

Top Sells

1
+$395K
2
+$331K
3
+$304K
4
NEO icon
NeoGenomics
NEO
+$225K
5
DEO icon
Diageo
DEO
+$215K

Sector Composition

1 Technology 19.69%
2 Healthcare 16.26%
3 Consumer Staples 16.04%
4 Industrials 10.83%
5 Financials 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$244K 0.15%
7,800
-1,200
102
$236K 0.14%
6,100
103
$235K 0.14%
3,101
+256
104
$234K 0.14%
5,155
+160
105
$221K 0.13%
9,750
106
$217K 0.13%
2,085
-2,065
107
$204K 0.12%
3,616
108
$203K 0.12%
1,230
109
$168K 0.1%
12,735
-250
110
$120K 0.07%
26,100
111
– –
-16,820
112
– –
-14,580
113
– –
-2,229
1 2 3 4
5