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Home > Institutional Investor > Legacy Capital Group California, Inc. > Profile

Instuitional Investor - Legacy Capital Group California, Inc.

Fund Profile
Filing Period:
Fund Name: Legacy Capital Group California, Inc.
Portfolio Value $258,657,788
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 134,133 $25,824,599 9.98%
2.
J P Morgan Exchange Traded F
 193,894 $9,739,296 3.76%
3.
Spdr Ser Tr
 60,833 $5,559,522 2.14%
4.
Microsoft Corp
 MSFT 12,814 $4,818,571 1.86%
5.
Janus Detroit Str Tr
 95,770 $4,817,245 1.86%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)