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
$173M
AUM Growth
-$3.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$743K
3
+$203K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$186K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$115K

Top Sells

1
+$1.96M
2
+$1.3M
3
+$1.07M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$290K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$290K

Sector Composition

1 Technology 19.13%
2 Financials 16.53%
3 Industrials 11.96%
4 Healthcare 8.16%
5 Consumer Staples 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$25K 0.01%
110
+45
227
$25K 0.01%
1,199
+229
228
$23K 0.01%
425
-300
229
$22K 0.01%
300
-379
230
$22K 0.01%
280
231
$21K 0.01%
86
232
$19K 0.01%
539
233
$19K 0.01%
140
234
$18K 0.01%
110
235
$18K 0.01%
245
236
$18K 0.01%
150
237
$18K 0.01%
120
238
$18K 0.01%
1,000
239
$17K 0.01%
570
240
$17K 0.01%
+500
241
$17K 0.01%
+300
242
$17K 0.01%
110
243
$17K 0.01%
132
244
$16K 0.01%
451
245
$16K 0.01%
127
246
$15K 0.01%
+239
247
$15K 0.01%
317
248
$14K 0.01%
350
249
$14K 0.01%
233
250
$13K 0.01%
+60
8 9
10
11 12