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
$276M
AUM Growth
-$3.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.15M
3
+$911K
4
HOLX icon
Hologic
HOLX
+$741K
5
TJX icon
TJX Companies
TJX
+$569K

Top Sells

1
+$1.96M
2
+$612K
3
+$573K
4
PHYS icon
Sprott Physical Gold
PHYS
+$385K
5
AAPL icon
Apple
AAPL
+$381K

Sector Composition

1 Technology 29.79%
2 Healthcare 14.48%
3 Financials 10.87%
4 Consumer Staples 9.49%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$519K 0.19%
8,511
102
$473K 0.17%
3,754
+140
103
$466K 0.17%
6,344
+312
104
$457K 0.17%
800
-125
105
$442K 0.16%
20,592
-2,400
106
$437K 0.16%
4,004
-30
107
$434K 0.16%
7,760
108
$425K 0.15%
1,179
-140
109
$409K 0.15%
7,840
110
$409K 0.15%
6,785
-5,740
111
$402K 0.15%
2,085
112
$400K 0.14%
2,669
113
$396K 0.14%
6,656
-880
114
$392K 0.14%
2,040
-20
115
$360K 0.13%
13,816
+114
116
$358K 0.13%
2,692
-35
117
$356K 0.13%
2,686
118
$353K 0.13%
2,902
119
$324K 0.12%
1,625
120
$299K 0.11%
5,300
121
$298K 0.11%
8,200
122
$280K 0.1%
+2,250
123
$269K 0.1%
1,125
+75
124
$269K 0.1%
+12,990
125
$267K 0.1%
2,000
-370
2 3 4
5
6