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
$141M
AUM Growth
+$6.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$982K
2
+$666K
3
+$574K
4
LNN icon
Lindsay Corp
LNN
+$517K
5
FCX icon
Freeport-McMoran
FCX
+$504K

Top Sells

1
+$1.08M
2
+$319K
3
+$272K
4
OXY icon
Occidental Petroleum
OXY
+$262K
5
UTHR icon
United Therapeutics
UTHR
+$260K

Sector Composition

1 Consumer Staples 16.52%
2 Healthcare 15.94%
3 Technology 14.45%
4 Energy 9.99%
5 Industrials 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.49M 4.61%
323,680
+280
2
$4.49M 3.19%
173,087
+413
3
$4.25M 3.02%
102,827
-5,573
4
$3.95M 2.8%
59,181
+2,310
5
$3.93M 2.79%
48,294
-355
6
$3.93M 2.79%
55,585
-3,850
7
$3.91M 2.78%
59,916
-50
8
$3.88M 2.76%
42,354
-2,100
9
$3.79M 2.7%
77,185
-2,453
10
$3.68M 2.61%
36,350
-2,447
11
$3.32M 2.36%
126,540
-2,550
12
$3.15M 2.24%
17,540
-1,779
13
$2.9M 2.06%
69,981
-1,150
14
$2.55M 1.81%
32,119
+1,205
15
$2.47M 1.75%
21,250
-150
16
$2.44M 1.73%
29,455
+6,250
17
$2.36M 1.68%
26,160
+800
18
$2.25M 1.6%
23,134
+403
19
$2.25M 1.6%
19,143
20
$2.24M 1.59%
26,468
-2,900
21
$2.09M 1.49%
25,218
+485
22
$2.08M 1.48%
18,385
-2,300
23
$2.01M 1.43%
26,770
-2,730
24
$2M 1.42%
20,900
+100
25
$1.95M 1.39%
23,728
-483
1
2 3 4 5