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
$217M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$697K
2
+$513K
3
+$399K
4
VZ icon
Verizon
VZ
+$290K
5
TD icon
Toronto Dominion Bank
TD
+$279K

Top Sells

1
+$1.08M
2
+$813K
3
+$461K
4
LRCX icon
Lam Research
LRCX
+$442K
5
AAPL icon
Apple
AAPL
+$367K

Sector Composition

1 Technology 23.44%
2 Healthcare 16.82%
3 Financials 13.7%
4 Consumer Staples 10.45%
5 Industrials 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$368K 0.17%
1,825
-100
102
$330K 0.15%
2,175
103
$323K 0.15%
7,308
+2,284
104
$314K 0.14%
3,100
105
$303K 0.14%
3,450
106
$301K 0.14%
3,774
107
$298K 0.14%
5,233
+760
108
$295K 0.14%
2,085
109
$294K 0.14%
2,521
+60
110
$290K 0.13%
2,650
+500
111
$281K 0.13%
1,230
112
$279K 0.13%
+4,581
113
$278K 0.13%
2,000
114
$272K 0.13%
1,530
115
$270K 0.12%
8,955
-900
116
$263K 0.12%
14,205
117
$259K 0.12%
+4,419
118
$250K 0.12%
+4,340
119
$245K 0.11%
980
120
$245K 0.11%
3,356
+274
121
$243K 0.11%
2,259
+316
122
$242K 0.11%
+6,853
123
$239K 0.11%
3,537
124
$238K 0.11%
2,427
+58
125
$229K 0.11%
2,130
-133
2 3 4
5
6