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
$134M
AUM Growth
+$3.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$741K
3
+$514K
4
ACN icon
Accenture
ACN
+$336K
5
RGLD icon
Royal Gold
RGLD
+$260K

Top Sells

1
+$2.29M
2
+$451K
3
+$359K
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$237K
5
PG icon
Procter & Gamble
PG
+$234K

Sector Composition

1 Consumer Staples 16.28%
2 Healthcare 15.62%
3 Technology 14.8%
4 Energy 10.29%
5 Financials 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.51M 4.1%
323,400
+952
2
$4.13M 3.08%
59,435
-1,380
3
$4.11M 3.06%
108,400
-621
4
$3.96M 2.95%
172,674
-3,562
5
$3.85M 2.87%
44,454
-2,575
6
$3.8M 2.83%
56,871
+2,100
7
$3.72M 2.77%
79,638
-1,822
8
$3.68M 2.74%
48,649
-3,100
9
$3.56M 2.65%
59,966
-668
10
$3.42M 2.55%
19,319
-533
11
$3.34M 2.49%
38,797
-5,238
12
$3.29M 2.45%
71,131
+150
13
$3.18M 2.37%
129,090
-4,095
14
$2.88M 2.14%
30,914
-175
15
$2.47M 1.84%
21,400
-500
16
$2.26M 1.69%
29,368
-2,290
17
$2.24M 1.67%
25,360
-417
18
$2.19M 1.63%
22,731
+15
19
$1.97M 1.47%
24,733
-125
20
$1.94M 1.45%
34,730
-1,400
21
$1.91M 1.42%
19,143
-359
22
$1.89M 1.41%
23,205
+15,525
23
$1.85M 1.38%
29,500
-3,250
24
$1.83M 1.36%
214,875
-6,600
25
$1.82M 1.36%
20,800
+300
1
2 3 4 5