LC

Legacy CG Portfolio holdings

AUM $336M
1-Year Est. Return 12.28%
This Quarter Est. Return
1 Year Est. Return
+12.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$166M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$10.6M
2 +$10.3M
3 +$8.85M
4
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$7.96M
5
AMZN icon
Amazon
AMZN
+$5.9M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 9.5%
2 Technology 8.34%
3 Financials 5.73%
4 Healthcare 5.1%
5 Industrials 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$96K 0.06%
+314
52
$71K 0.04%
+393
53
$52K 0.03%
+360
54
$30K 0.02%
+775
55
$9K 0.01%
+136