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
$255M
AUM Growth
+$8.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$811K
3
+$733K
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$729K
5
ABMD
Abiomed Inc
ABMD
+$572K

Top Sells

1
+$2.84M
2
+$1.37M
3
+$664K
4
MSFT icon
Microsoft
MSFT
+$652K
5
ABBV icon
AbbVie
ABBV
+$625K

Sector Composition

1 Technology 30.28%
2 Healthcare 15.47%
3 Financials 10.5%
4 Consumer Staples 10.1%
5 Consumer Discretionary 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$218K 0.09%
2,000
127
$216K 0.08%
22,300
128
$215K 0.08%
878
+50
129
$210K 0.08%
2,260
-785
130
$202K 0.08%
600
131
$200K 0.08%
900
-350
132
$148K 0.06%
+2,745
133
$32K 0.01%
20,000
134
$29K 0.01%
26,500
135
$10K ﹤0.01%
14,367
-1,600
136
– –
-12,209
137
– –
-7,385
138
– –
-4,406
139
– –
-12,169
140
– –
-3,851
141
– –
-11,810
142
– –
-1,360
2 3 4 5
6