LB

Legacy Bridge Portfolio holdings

AUM $246M
1-Year Est. Return 44.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+44.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$246M
AUM Growth
+$6.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1 +$1.3M
2 +$1.25M
3 +$1.04M
4
NVDA icon
NVIDIA
NVDA
+$524K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$495K

Top Sells

1 +$2.85M
2 +$922K
3 +$73.2K
4
PREF icon
Principal Spectrum Preferred Securities Active ETF
PREF
+$71.3K
5
TTE icon
TotalEnergies
TTE
+$65.6K

Sector Composition

1 Technology 28.89%
2 Industrials 15.69%
3 Financials 10.82%
4 Consumer Discretionary 6.11%
5 Healthcare 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
INV
226
Innventure Inc
INV
$287M
$31.3K 0.01%
7,489
DOW icon
227
Dow Inc
DOW
$27B
$30.4K 0.01%
1,300
+589
ACGL icon
228
Arch Capital
ACGL
$33.5B
$30K 0.01%
313
NET icon
229
Cloudflare
NET
$74.7B
$29.6K 0.01%
150
EFV icon
230
iShares MSCI EAFE Value ETF
EFV
$28.9B
$28.6K 0.01%
400
BAC icon
231
Bank of America
BAC
$338B
$28.1K 0.01%
511
+330
EQR icon
232
Equity Residential
EQR
$22.8B
$27.9K 0.01%
442
DKNG icon
233
DraftKings
DKNG
$12.6B
$27.6K 0.01%
800
CRM icon
234
Salesforce
CRM
$184B
$27.3K 0.01%
+103
AVB icon
235
AvalonBay Communities
AVB
$24B
$27.2K 0.01%
150
BKNG icon
236
Booking.com
BKNG
$134B
$26.8K 0.01%
+5
JEF icon
237
Jefferies Financial Group
JEF
$7.44B
$26.7K 0.01%
431
INTC icon
238
Intel
INTC
$226B
$25.7K 0.01%
+696
CDNS icon
239
Cadence Design Systems
CDNS
$80.1B
$25.6K 0.01%
82
+28
LEN icon
240
Lennar Class A
LEN
$22.9B
$25.1K 0.01%
244
+29
SBUX icon
241
Starbucks
SBUX
$114B
$24.8K 0.01%
295
EQT icon
242
EQT Corp
EQT
$40.4B
$24.3K 0.01%
453
+308
XLB icon
243
State Street Materials Select Sector SPDR ETF
XLB
$6.83B
$23.1K 0.01%
510
CSCO icon
244
Cisco
CSCO
$307B
$23.1K 0.01%
+300
MDB icon
245
MongoDB
MDB
$21B
$23.1K 0.01%
55
+8
RTX icon
246
RTX Corp
RTX
$273B
$22.6K 0.01%
123
+115
IBM icon
247
IBM
IBM
$232B
$22.2K 0.01%
+75
LRCX icon
248
Lam Research
LRCX
$262B
$21.9K 0.01%
+128
SYY icon
249
Sysco
SYY
$40.7B
$21.7K 0.01%
295
T icon
250
AT&T
T
$192B
$21.7K 0.01%
872
+866