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
$202M
AUM Growth
-$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1 +$4.05M
2 +$1.15M
3 +$1.05M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$570K
5
ALK icon
Alaska Air
ALK
+$481K

Top Sells

1 +$1.51M
2 +$863K
3 +$681K
4
ANET icon
Arista Networks
ANET
+$517K
5
SMMV icon
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
+$475K

Sector Composition

1 Technology 27.81%
2 Healthcare 16.06%
3 Consumer Staples 11.72%
4 Financials 10.36%
5 Consumer Discretionary 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
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154
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155
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156
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157
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158
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160
-3,000
161
-23,500