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
$228M
AUM Growth
+$3.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$1.03M
2 +$737K
3 +$500K
4
NOC icon
Northrop Grumman
NOC
+$403K
5
ZTS icon
Zoetis
ZTS
+$293K

Top Sells

1 +$1.18M
2 +$639K
3 +$584K
4
INTC icon
Intel
INTC
+$500K
5
SNA icon
Snap-on
SNA
+$410K

Sector Composition

1 Technology 24.55%
2 Healthcare 13.98%
3 Financials 12.82%
4 Consumer Staples 11.91%
5 Consumer Discretionary 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-8,000
152
-6,750