LCP

Legacy Capital Partners Portfolio holdings

AUM $304M
1-Year Est. Return 20.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$189M
AUM Growth
-$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$665K
2
+$456K
3
+$403K
4
DIS icon
Walt Disney
DIS
+$400K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$360K

Top Sells

1
+$759K
2
+$700K
3
+$527K
4
DD icon
DuPont de Nemours
DD
+$315K
5
BIDU icon
Baidu
BIDU
+$281K

Sector Composition

1 Technology 21.98%
2 Healthcare 16.98%
3 Financials 13.47%
4 Consumer Staples 11.63%
5 Industrials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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140
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2 3 4 5
6