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
$265M
AUM Growth
+$9.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.49M
3
+$1.12M
4
LHX icon
L3Harris
LHX
+$631K
5
ABBV icon
AbbVie
ABBV
+$590K

Top Sells

1
+$1.73M
2
+$795K
3
+$790K
4
TDOC icon
Teladoc Health
TDOC
+$770K
5
ABMD
Abiomed Inc
ABMD
+$405K

Sector Composition

1 Technology 29.08%
2 Healthcare 15.49%
3 Financials 10.73%
4 Consumer Staples 10.25%
5 Consumer Discretionary 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$245K 0.09%
+3,300
127
$238K 0.09%
965
-1,445
128
$233K 0.09%
8,200
129
$231K 0.09%
+5,775
130
$227K 0.09%
1,000
-7,635
131
$221K 0.08%
+2,100
132
$216K 0.08%
2,320
+60
133
$214K 0.08%
+1,110
134
$193K 0.07%
22,300
135
$165K 0.06%
2,516
-229
136
$66K 0.02%
20,000
137
$28K 0.01%
26,500
138
– –
-933
139
– –
-1,475
140
– –
-840
141
– –
-2,013
142
– –
-16,487
143
– –
-600
144
– –
-1,900
145
– –
-14,367
2 3 4 5
6