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
$171M
AUM Growth
-$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$480K
3
+$445K
4
SHEL icon
Shell
SHEL
+$88K
5
BRBR icon
BellRing Brands
BRBR
+$2K

Top Sells

1
+$3.51M
2
+$992K
3
+$837K
4
DAR icon
Darling Ingredients
DAR
+$439K
5
EW icon
Edwards Lifesciences
EW
+$389K

Sector Composition

1 Technology 18.72%
2 Industrials 13.15%
3 Financials 12.92%
4 Healthcare 9.35%
5 Consumer Staples 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$26K 0.02%
292
227
$25K 0.01%
280
228
$23K 0.01%
300
229
$23K 0.01%
125
230
$22K 0.01%
86
231
$21K 0.01%
245
232
$19K 0.01%
539
233
$19K 0.01%
65
-45
234
$18K 0.01%
500
235
$18K 0.01%
132
236
$17K 0.01%
110
237
$17K 0.01%
150
238
$17K 0.01%
140
239
$17K 0.01%
135
-4
240
$16K 0.01%
800
241
$16K 0.01%
317
242
$16K 0.01%
300
243
$16K 0.01%
127
244
$16K 0.01%
350
245
$16K 0.01%
1,000
246
$15K 0.01%
313
247
$15K 0.01%
570
248
$15K 0.01%
233
249
$15K 0.01%
120
250
$15K 0.01%
200
8 9
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