LB

Legacy Bridge Portfolio holdings

AUM $211M
1-Year Est. Return 39.35%
This Quarter Est. Return
1 Year Est. Return
+39.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
+$1.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1 +$1.04M
2 +$1M
3 +$887K
4
TGT icon
Target
TGT
+$765K
5
LHX icon
L3Harris
LHX
+$758K

Top Sells

1 +$1.28M
2 +$683K
3 +$554K
4
V icon
Visa
V
+$129K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$127K

Sector Composition

1 Financials 21.61%
2 Technology 14.41%
3 Industrials 10.72%
4 Consumer Staples 9.2%
5 Healthcare 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$17K 0.02%
1,000
-1,037
227
$17K 0.02%
268
228
$16K 0.02%
350
229
$16K 0.02%
110
230
$16K 0.02%
1,980
231
$16K 0.02%
1,070
232
$15K 0.01%
258
-84
233
$15K 0.01%
300
234
$15K 0.01%
600
235
$14K 0.01%
350
236
$14K 0.01%
539
237
$14K 0.01%
86
238
$14K 0.01%
300
239
$14K 0.01%
140
240
$13K 0.01%
566
241
$12K 0.01%
150
242
$12K 0.01%
400
243
$12K 0.01%
675
244
$12K 0.01%
185
245
$11K 0.01%
1,790
246
$11K 0.01%
190
247
$10K 0.01%
125
248
$10K 0.01%
110
249
$10K 0.01%
350
250
$9K 0.01%
456