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
$247M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1 +$1.03M
2 +$839K
3 +$586K
4
GDX icon
VanEck Gold Miners ETF
GDX
+$520K
5
PRAA icon
PRA Group
PRAA
+$509K

Top Sells

1 +$1.49M
2 +$1.22M
3 +$805K
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$716K
5
OKE icon
Oneok
OKE
+$584K

Sector Composition

1 Technology 29.22%
2 Healthcare 15.8%
3 Consumer Staples 10.55%
4 Financials 9.74%
5 Consumer Discretionary 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$434K 0.18%
4,506
-50
102
$385K 0.16%
980
103
$373K 0.15%
4,689
-95
104
$357K 0.14%
3,067
105
$350K 0.14%
2,367
106
$319K 0.13%
6,815
+680
107
$306K 0.12%
8,531
-1,412
108
$305K 0.12%
3,851
109
$290K 0.12%
2,110
+25
110
$288K 0.12%
1,300
111
$287K 0.12%
650
112
$285K 0.12%
7,840
-500
113
$282K 0.11%
+600
114
$275K 0.11%
1,925
115
$269K 0.11%
1,250
-350
116
$267K 0.11%
1,280
117
$266K 0.11%
22,300
118
$257K 0.1%
1,725
-688
119
$250K 0.1%
+4,406
120
$249K 0.1%
3,004
-311
121
$249K 0.1%
2,728
122
$247K 0.1%
3,045
123
$245K 0.1%
2,000
124
$245K 0.1%
11,810
+59
125
$235K 0.1%
828