LC
Legacy CG Portfolio holdings
AUM
$336M
This Quarter Return
-9.86%
1 Year Return
+12.28%
3 Year Return
+46.17%
5 Year Return
–
10 Year Return
–
AUM
$145M
AUM Growth
+$145M
(-5.6%)
Cap. Flow
+$14.8M
Cap. Flow
% of AUM
10.19%
Top 10 Holdings %
Top 10 Hldgs %
44.22%
Holding
121
New
72
Increased
24
Reduced
22
Closed
1
Top Buys
| 1 |
Hartford Municipal Opportunities ETF
HMOP
|
$11.7M |
| 2 |
JPMorgan Core Plus Bond ETF
JCPB
|
$9.06M |
| 3 |
Amazon
AMZN
|
$3.85M |
| 4 |
Motorola Solutions
MSI
|
$2.44M |
| 5 |
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
|
$2.37M |
Top Sells
Sector Composition
| 1 | Technology | 10.87% |
| 2 | Healthcare | 6.86% |
| 3 | Financials | 5.89% |
| 4 | Consumer Discretionary | 5.85% |
| 5 | Industrials | 5.55% |
