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
$214M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$644K
2
+$398K
3
+$367K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$347K
5
AVGO icon
Broadcom
AVGO
+$293K

Top Sells

1
+$541K
2
+$280K
3
+$202K
4
ABT icon
Abbott
ABT
+$189K
5
GD icon
General Dynamics
GD
+$154K

Sector Composition

1 Technology 23.34%
2 Healthcare 15.35%
3 Financials 12.99%
4 Consumer Staples 11.46%
5 Industrials 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.8M 5.49%
247,988
-4,264
2
$6.42M 2.99%
72,707
-1,115
3
$5.96M 2.78%
111,072
-895
4
$5.82M 2.72%
33,068
-545
5
$5.71M 2.66%
105,789
+825
6
$5.62M 2.62%
40,228
-325
7
$5.16M 2.41%
64,583
-2,358
8
$5.05M 2.35%
56,700
-720
9
$4.93M 2.3%
65,913
-655
10
$4.77M 2.23%
59,234
+1,955
11
$4.73M 2.21%
40,087
+3,110
12
$4.51M 2.1%
76,235
+1,105
13
$4.17M 1.94%
21,938
-391
14
$3.88M 1.81%
82,791
15
$3.86M 1.8%
369,607
-1,399
16
$3.77M 1.76%
36,280
-695
17
$3.68M 1.71%
26,244
-345
18
$3.53M 1.65%
43,710
-1,015
19
$3.16M 1.47%
20,225
-675
20
$3.15M 1.47%
46,036
-10
21
$3.09M 1.44%
17,779
-328
22
$3.05M 1.42%
75,619
+500
23
$2.98M 1.39%
61,575
-984
24
$2.97M 1.39%
71,600
-260
25
$2.92M 1.36%
13,535
+733
1
2 3 4 5