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
$280M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$598K
2
+$579K
3
+$490K
4
TJX icon
TJX Companies
TJX
+$371K
5
UPS icon
United Parcel Service
UPS
+$345K

Top Sells

1
+$1.02M
2
+$516K
3
+$433K
4
PRAA icon
PRA Group
PRAA
+$364K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$352K

Sector Composition

1 Technology 29.16%
2 Healthcare 14.64%
3 Financials 10.85%
4 Consumer Staples 10.11%
5 Consumer Discretionary 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$490K 0.18%
+2,669
102
$479K 0.17%
1,319
+130
103
$474K 0.17%
8,330
-3,675
104
$467K 0.17%
925
+205
105
$444K 0.16%
6,032
-4,779
106
$433K 0.15%
7,760
107
$432K 0.15%
3,614
108
$429K 0.15%
7,536
109
$421K 0.15%
7,840
110
$411K 0.15%
2,902
111
$400K 0.14%
2,085
112
$396K 0.14%
2,060
113
$382K 0.14%
2,727
114
$371K 0.13%
+5,500
115
$369K 0.13%
1,607
-100
116
$369K 0.13%
13,702
+1,000
117
$359K 0.13%
2,686
-12
118
$354K 0.13%
2,370
119
$345K 0.12%
1,330
-50
120
$345K 0.12%
+1,661
121
$341K 0.12%
+10,800
122
$311K 0.11%
1,625
123
$301K 0.11%
5,300
124
$288K 0.1%
+10,914
125
$283K 0.1%
940
-25
2 3 4
5
6