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
$199M
AUM Growth
-$2.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$834K
3
+$610K
4
TDOC icon
Teladoc Health
TDOC
+$474K
5
SPH icon
Suburban Propane Partners
SPH
+$440K

Top Sells

1
+$818K
2
+$680K
3
+$324K
4
CELG
Celgene Corp
CELG
+$322K
5
AFL icon
Aflac
AFL
+$315K

Sector Composition

1 Technology 23.05%
2 Healthcare 15.22%
3 Financials 13.25%
4 Consumer Staples 12.09%
5 Industrials 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11M 5.52%
262,380
-1,064
2
$7.06M 3.54%
135,530
+590
3
$5.59M 2.8%
36,430
+66
4
$5.25M 2.63%
40,943
-264
5
$5.24M 2.63%
55,394
-1,930
6
$5.21M 2.61%
121,549
-500
7
$5.21M 2.61%
73,032
-32
8
$5.04M 2.52%
66,637
-310
9
$4.2M 2.11%
26,869
-65
10
$4.11M 2.06%
18,615
-142
11
$3.95M 1.98%
54,620
-1,860
12
$3.91M 1.96%
363,615
+5,517
13
$3.9M 1.95%
65,029
-355
14
$3.74M 1.88%
52,206
-2,600
15
$3.73M 1.87%
71,084
+1,355
16
$3.62M 1.81%
19,704
-249
17
$3.62M 1.81%
83,266
18
$3.51M 1.76%
44,278
-4,092
19
$3.5M 1.75%
76,500
-830
20
$3.44M 1.72%
37,662
-334
21
$3.39M 1.7%
24,797
+543
22
$3.37M 1.69%
70,380
-14,220
23
$3.19M 1.6%
42,725
-158
24
$2.76M 1.38%
22,303
+925
25
$2.73M 1.37%
23,974
-1,054
1
2 3 4 5