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
$255M
AUM Growth
+$8.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$811K
3
+$733K
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$729K
5
ABMD
Abiomed Inc
ABMD
+$572K

Top Sells

1
+$2.84M
2
+$1.37M
3
+$664K
4
MSFT icon
Microsoft
MSFT
+$652K
5
ABBV icon
AbbVie
ABBV
+$625K

Sector Composition

1 Technology 30.28%
2 Healthcare 15.47%
3 Financials 10.5%
4 Consumer Staples 10.1%
5 Consumer Discretionary 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$435K 0.17%
10,960
-1,770
102
$411K 0.16%
2,902
-400
103
$369K 0.14%
3,067
104
$364K 0.14%
2,698
-512
105
$362K 0.14%
840
-300
106
$359K 0.14%
+16,487
107
$351K 0.14%
7,531
-1,000
108
$350K 0.14%
1,300
109
$349K 0.14%
7,840
110
$344K 0.13%
1,129
-325
111
$338K 0.13%
1,380
+100
112
$338K 0.13%
2,060
+135
113
$331K 0.13%
2,085
-25
114
$330K 0.13%
18,192
+2,400
115
$314K 0.12%
1,900
+665
116
$310K 0.12%
5,300
-3,905
117
$303K 0.12%
650
118
$300K 0.12%
1,725
119
$295K 0.12%
2,728
120
$288K 0.11%
1,707
-660
121
$259K 0.1%
+1,475
122
$249K 0.1%
3,004
123
$233K 0.09%
2,013
-2,275
124
$227K 0.09%
933
125
$227K 0.09%
8,200
2 3 4
5
6