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
$233M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$901K
2
+$863K
3
+$720K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$679K
5
ABMD
Abiomed Inc
ABMD
+$612K

Top Sells

1
+$5.63M
2
+$1.42M
3
+$1M
4
LYB icon
LyondellBasell Industries
LYB
+$984K
5
BR icon
Broadridge
BR
+$733K

Sector Composition

1 Technology 28.59%
2 Healthcare 15.83%
3 Financials 10.17%
4 Consumer Staples 10.09%
5 Consumer Discretionary 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-2,288
152
– –
-6,718
153
– –
-14,208
154
– –
-2,151
155
– –
-1,700
156
– –
-7,629
3 4 5 6
7