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
$217M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$697K
2
+$513K
3
+$399K
4
VZ icon
Verizon
VZ
+$290K
5
TD icon
Toronto Dominion Bank
TD
+$279K

Top Sells

1
+$1.08M
2
+$813K
3
+$461K
4
LRCX icon
Lam Research
LRCX
+$442K
5
AAPL icon
Apple
AAPL
+$367K

Sector Composition

1 Technology 23.44%
2 Healthcare 16.82%
3 Financials 13.7%
4 Consumer Staples 10.45%
5 Industrials 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$225K 0.1%
+1,650
127
$224K 0.1%
+1,372
128
$222K 0.1%
2,728
129
$220K 0.1%
+1,948
130
$217K 0.1%
+2,470
131
$216K 0.1%
+4,040
132
$214K 0.1%
2,100
133
$200K 0.09%
+15,147
134
$82K 0.04%
22,300
-3,000
135
$13K 0.01%
3,000
136
$11K 0.01%
21,500
137
– –
-4,600
138
– –
-25,550
139
– –
-13,595
2 3 4 5
6