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
$276M
AUM Growth
-$3.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.15M
3
+$911K
4
HOLX icon
Hologic
HOLX
+$741K
5
TJX icon
TJX Companies
TJX
+$569K

Top Sells

1
+$1.96M
2
+$612K
3
+$573K
4
PHYS icon
Sprott Physical Gold
PHYS
+$385K
5
AAPL icon
Apple
AAPL
+$381K

Sector Composition

1 Technology 29.79%
2 Healthcare 14.48%
3 Financials 10.87%
4 Consumer Staples 9.49%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24M 8.67%
169,272
-2,696
2
$9.89M 3.58%
35,071
-862
3
$8.69M 3.14%
27,151
-655
4
$7.92M 2.86%
48,200
-1,260
5
$7.25M 2.62%
67,232
-351
6
$7.25M 2.62%
66,778
+2,675
7
$7.12M 2.58%
60,247
-537
8
$6.44M 2.33%
120,896
+27,156
9
$5.91M 2.14%
36,564
-900
10
$5.54M 2.01%
55,593
+95
11
$5.44M 1.97%
24,426
-111
12
$5.39M 1.95%
390,257
-27,903
13
$5.23M 1.89%
21,696
-266
14
$5.12M 1.85%
38,400
+460
15
$5.08M 1.84%
66,204
+1,194
16
$4.95M 1.79%
91,567
+970
17
$4.8M 1.74%
81,158
-1,113
18
$4.73M 1.71%
33,860
-965
19
$4.29M 1.55%
81,701
-3,840
20
$4.09M 1.48%
31,706
+40
21
$3.78M 1.37%
69,390
-555
22
$3.73M 1.35%
80,331
-534
23
$3.28M 1.19%
21,960
-1,125
24
$3.17M 1.15%
8,105
-7
25
$3.1M 1.12%
76,185
-15
1
2 3 4 5