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
$265M
AUM Growth
+$9.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.49M
3
+$1.12M
4
LHX icon
L3Harris
LHX
+$631K
5
ABBV icon
AbbVie
ABBV
+$590K

Top Sells

1
+$1.73M
2
+$795K
3
+$790K
4
TDOC icon
Teladoc Health
TDOC
+$770K
5
ABMD
Abiomed Inc
ABMD
+$405K

Sector Composition

1 Technology 29.08%
2 Healthcare 15.49%
3 Financials 10.73%
4 Consumer Staples 10.25%
5 Consumer Discretionary 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$415K 0.16%
+20,210
102
$408K 0.15%
2,902
103
$401K 0.15%
7,840
104
$390K 0.15%
3,614
-2,000
105
$389K 0.15%
2,060
106
$385K 0.15%
1,189
+60
107
$375K 0.14%
2,698
108
$364K 0.14%
9,810
-1,150
109
$347K 0.13%
2,727
-340
110
$343K 0.13%
18,192
111
$342K 0.13%
2,085
112
$336K 0.13%
+2,955
113
$336K 0.13%
1,380
114
$331K 0.12%
2,370
+370
115
$329K 0.12%
720
+70
116
$319K 0.12%
1,707
117
$317K 0.12%
1,625
-100
118
$312K 0.12%
2,728
119
$312K 0.12%
+6,351
120
$305K 0.12%
+4,770
121
$294K 0.11%
5,300
122
$266K 0.1%
+4,137
123
$263K 0.1%
1,300
+400
124
$247K 0.09%
3,004
125
$246K 0.09%
878
2 3 4
5
6