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
$155M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.11M
3
+$1.09M
4
C icon
Citigroup
C
+$882K
5
BAC icon
Bank of America
BAC
+$785K

Top Sells

1
+$1.08M
2
+$783K
3
+$439K
4
NVDA icon
NVIDIA
NVDA
+$367K
5
NXPI icon
NXP Semiconductors
NXPI
+$194K

Sector Composition

1 Technology 17.86%
2 Financials 15.87%
3 Industrials 11.94%
4 Healthcare 8.48%
5 Consumer Discretionary 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$24K 0.02%
623
227
$23K 0.01%
1,350
228
$23K 0.01%
295
229
$23K 0.01%
1,200
230
$22K 0.01%
200
231
$21K 0.01%
1,975
232
$21K 0.01%
1,500
233
$20K 0.01%
1,000
234
$20K 0.01%
970
235
$19K 0.01%
539
236
$19K 0.01%
245
237
$19K 0.01%
86
238
$19K 0.01%
120
239
$18K 0.01%
1,000
240
$18K 0.01%
140
241
$17K 0.01%
570
242
$17K 0.01%
110
243
$16K 0.01%
185
244
$15K 0.01%
332
-31
245
$15K 0.01%
132
246
$14K 0.01%
110
247
$14K 0.01%
150
248
$14K 0.01%
2,500
249
$14K 0.01%
317
250
$14K 0.01%
233
8 9
10
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