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
$90.9M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$156K
2
+$112K
3
+$59.5K
4
REGI
Renewable Energy Group, Inc.
REGI
+$43.1K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$40.3K

Top Sells

1
+$1.05M
2
+$391K
3
+$310K
4
TMO icon
Thermo Fisher Scientific
TMO
+$291K
5
WSM icon
Williams-Sonoma
WSM
+$261K

Sector Composition

1 Technology 18.84%
2 Financials 17.85%
3 Industrials 8.69%
4 Consumer Staples 8.69%
5 Consumer Discretionary 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$15K 0.02%
86
227
$14K 0.02%
1,975
228
$14K 0.02%
140
229
$13K 0.01%
175
-17
230
$13K 0.01%
539
231
$13K 0.01%
1,200
232
$13K 0.01%
110
233
$13K 0.01%
132
234
$13K 0.01%
2,432
235
$13K 0.01%
1,980
236
$13K 0.01%
2,500
237
$12K 0.01%
317
238
$12K 0.01%
233
239
$12K 0.01%
600
240
$12K 0.01%
300
241
$12K 0.01%
600
242
$11K 0.01%
65
243
$11K 0.01%
185
244
$11K 0.01%
110
245
$11K 0.01%
440
246
$10K 0.01%
363
+31
247
$10K 0.01%
268
248
$10K 0.01%
350
249
$9K 0.01%
97
250
$9K 0.01%
111
8 9
10
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