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
$225M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$909K
3
+$887K
4
ANET icon
Arista Networks
ANET
+$813K
5
BABA icon
Alibaba
BABA
+$723K

Top Sells

1
+$1.3M
2
+$474K
3
+$460K
4
AMGN icon
Amgen
AMGN
+$458K
5
DD icon
DuPont de Nemours
DD
+$419K

Sector Composition

1 Technology 24.41%
2 Healthcare 15.08%
3 Financials 12.59%
4 Consumer Staples 11.47%
5 Consumer Discretionary 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$234K 0.1%
+3,687
127
$231K 0.1%
8,697
-798
128
$231K 0.1%
1,364
+150
129
$229K 0.1%
+933
130
$224K 0.1%
6,750
+400
131
$223K 0.1%
+2,288
132
$215K 0.1%
1,300
133
$215K 0.1%
+5,300
134
$213K 0.09%
3,649
-254
135
$211K 0.09%
+2,076
136
$205K 0.09%
+9,824
137
$201K 0.09%
+2,094
138
$189K 0.08%
10,981
+462
139
$131K 0.06%
22,300
140
$34K 0.02%
+10,000
141
$16K 0.01%
21,500
142
– –
-2,410
143
– –
-3,893
144
– –
-12,500
145
– –
-12,852
146
– –
-2,760
147
– –
-5,286
148
– –
-9,518
2 3 4 5
6