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
$204M
AUM Growth
+$4.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$995K
2
+$898K
3
+$633K
4
EG icon
Everest Group
EG
+$551K
5
STT icon
State Street
STT
+$523K

Top Sells

1
+$694K
2
+$486K
3
+$428K
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$421K
5
PG icon
Procter & Gamble
PG
+$374K

Sector Composition

1 Technology 23.4%
2 Healthcare 15.56%
3 Financials 13.43%
4 Consumer Staples 10.99%
5 Industrials 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$362K 0.18%
3,475
-50
102
$358K 0.18%
3,893
+320
103
$317K 0.16%
14,205
104
$300K 0.15%
2,085
105
$299K 0.15%
1,230
106
$295K 0.14%
2,175
-75
107
$290K 0.14%
3,100
108
$290K 0.14%
+1,803
109
$287K 0.14%
3,450
-1,275
110
$284K 0.14%
+3,774
111
$258K 0.13%
2,461
-289
112
$258K 0.13%
+1,530
113
$249K 0.12%
2,263
114
$248K 0.12%
2,000
115
$238K 0.12%
4,473
+224
116
$232K 0.11%
+2,728
117
$221K 0.11%
3,082
+110
118
$216K 0.11%
+5,024
119
$216K 0.11%
2,100
120
$214K 0.1%
+1,943
121
$214K 0.1%
+980
122
$212K 0.1%
+2,150
123
$205K 0.1%
+3,537
124
$203K 0.1%
+2,369
125
$202K 0.1%
+4,600
2 3 4
5
6