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
$217M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$697K
2
+$513K
3
+$399K
4
VZ icon
Verizon
VZ
+$290K
5
TD icon
Toronto Dominion Bank
TD
+$279K

Top Sells

1
+$1.08M
2
+$813K
3
+$461K
4
LRCX icon
Lam Research
LRCX
+$442K
5
AAPL icon
Apple
AAPL
+$367K

Sector Composition

1 Technology 23.44%
2 Healthcare 16.82%
3 Financials 13.7%
4 Consumer Staples 10.45%
5 Industrials 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.2M 6.54%
251,480
-6,500
2
$6.12M 2.82%
74,297
+115
3
$5.89M 2.72%
34,608
-512
4
$5.67M 2.61%
116,474
-2,775
5
$5.61M 2.59%
56,040
-1,080
6
$5.52M 2.54%
39,928
-345
7
$5.46M 2.52%
66,153
-1,134
8
$5.29M 2.44%
55,954
-2,225
9
$5.2M 2.4%
110,029
-22,885
10
$4.93M 2.27%
67,216
+797
11
$4.39M 2.03%
26,274
-715
12
$4.13M 1.9%
36,112
-790
13
$3.9M 1.8%
72,955
+5,425
14
$3.8M 1.75%
82,366
-700
15
$3.78M 1.74%
44,450
-360
16
$3.66M 1.69%
17,891
-499
17
$3.49M 1.61%
365,930
+65
18
$3.49M 1.61%
26,139
-570
19
$3.41M 1.57%
64,909
-4,900
20
$3.17M 1.46%
17,988
-1,238
21
$3.11M 1.44%
20,750
-1,460
22
$3.11M 1.43%
37,375
-2,115
23
$3.09M 1.42%
46,141
-3,900
24
$3.08M 1.42%
73,784
+1,919
25
$2.94M 1.36%
12,881
+3,050
1
2 3 4 5