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
$161M
AUM Growth
+$5.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$859K
2
+$799K
3
+$689K
4
ETN icon
Eaton
ETN
+$646K
5
AFL icon
Aflac
AFL
+$498K

Top Sells

1
+$725K
2
+$628K
3
+$602K
4
FE icon
FirstEnergy
FE
+$361K
5
MO icon
Altria Group
MO
+$360K

Sector Composition

1 Consumer Staples 18.53%
2 Healthcare 18.13%
3 Technology 16.01%
4 Industrials 12.11%
5 Financials 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.01M 3.74%
251,292
-752
2
$5.04M 3.14%
41,556
-2,115
3
$4.69M 2.92%
84,035
-2,370
4
$4.45M 2.77%
135,679
+346
5
$4.45M 2.77%
39,246
-1,730
6
$4.1M 2.55%
56,041
-815
7
$4.09M 2.54%
64,487
-1,140
8
$4.08M 2.54%
90,102
-1,499
9
$4.07M 2.53%
48,072
-3,608
10
$3.63M 2.26%
330,486
+13,596
11
$3.58M 2.23%
65,830
-2,190
12
$3.44M 2.14%
36,696
+65
13
$3.14M 1.96%
94,085
-2,108
14
$3.03M 1.88%
48,896
+11,125
15
$2.87M 1.79%
23,860
-561
16
$2.77M 1.72%
18,891
-808
17
$2.74M 1.7%
19,650
-335
18
$2.73M 1.7%
27,665
+310
19
$2.7M 1.68%
32,403
-1,970
20
$2.67M 1.66%
81,631
-1,723
21
$2.45M 1.53%
23,158
-300
22
$2.4M 1.49%
83,510
+29,930
23
$2.39M 1.49%
46,450
-120
24
$2.3M 1.43%
127,230
-10,575
25
$2.27M 1.41%
52,082
-145
1
2 3 4 5