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
$280M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$598K
2
+$579K
3
+$490K
4
TJX icon
TJX Companies
TJX
+$371K
5
UPS icon
United Parcel Service
UPS
+$345K

Top Sells

1
+$1.02M
2
+$516K
3
+$433K
4
PRAA icon
PRA Group
PRAA
+$364K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$352K

Sector Composition

1 Technology 29.16%
2 Healthcare 14.64%
3 Financials 10.85%
4 Consumer Staples 10.11%
5 Consumer Discretionary 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.6M 8.43%
171,968
-3,770
2
$9.73M 3.48%
35,933
+75
3
$8.51M 3.04%
49,460
-2,520
4
$8.2M 2.93%
27,806
-840
5
$7.61M 2.72%
67,583
+365
6
$7.05M 2.52%
60,784
-465
7
$6.85M 2.45%
64,103
-350
8
$6.17M 2.21%
37,464
+300
9
$5.87M 2.1%
418,160
+17,624
10
$5.74M 2.05%
24,537
+105
11
$5.69M 2.04%
55,498
+350
12
$5.5M 1.97%
82,271
+3,695
13
$5.26M 1.88%
93,740
-250
14
$5.08M 1.82%
90,597
+4,190
15
$5.07M 1.81%
21,962
-30
16
$4.87M 1.74%
65,010
+720
17
$4.75M 1.7%
37,940
-2,560
18
$4.7M 1.68%
34,825
+275
19
$4.63M 1.66%
85,541
+75
20
$4.53M 1.62%
31,666
+1,280
21
$3.8M 1.36%
80,865
+2,031
22
$3.71M 1.33%
69,945
+2,155
23
$3.42M 1.22%
23,085
-100
24
$3.25M 1.16%
8,112
-350
25
$3.22M 1.15%
39,572
-600
1
2 3 4 5