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
$214M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$644K
2
+$398K
3
+$367K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$347K
5
AVGO icon
Broadcom
AVGO
+$293K

Top Sells

1
+$541K
2
+$280K
3
+$202K
4
ABT icon
Abbott
ABT
+$189K
5
GD icon
General Dynamics
GD
+$154K

Sector Composition

1 Technology 23.34%
2 Healthcare 15.35%
3 Financials 12.99%
4 Consumer Staples 11.46%
5 Industrials 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$348K 0.16%
5,286
-1,955
102
$346K 0.16%
10,500
103
$341K 0.16%
2,085
104
$335K 0.16%
3,305
-105
105
$315K 0.15%
2,425
+242
106
$307K 0.14%
3,861
-565
107
$307K 0.14%
13,705
108
$306K 0.14%
2,130
-45
109
$302K 0.14%
3,801
+264
110
$301K 0.14%
7,525
+875
111
$299K 0.14%
3,661
-500
112
$293K 0.14%
+9,750
113
$288K 0.13%
2,415
+80
114
$288K 0.13%
5,460
+350
115
$287K 0.13%
2,728
116
$286K 0.13%
+12,852
117
$285K 0.13%
3,100
118
$278K 0.13%
5,540
+1,000
119
$278K 0.13%
1,405
-100
120
$276K 0.13%
17,140
+1,200
121
$276K 0.13%
+10,252
122
$269K 0.13%
+9,495
123
$258K 0.12%
2,000
124
$253K 0.12%
+2,760
125
$247K 0.12%
11,000
2 3 4
5
6