LB
Legacy Bridge Portfolio holdings
AUM
$211M
This Quarter Return
-3.13%
1 Year Return
+39.35%
3 Year Return
+132.27%
5 Year Return
+218%
10 Year Return
–
AUM
$125M
AUM Growth
+$125M
(-7.5%)
Cap. Flow
-$2.41M
Cap. Flow
% of AUM
-1.92%
Top 10 Holdings %
Top 10 Hldgs %
18.35%
Holding
293
New
–
Increased
12
Reduced
16
Closed
5
Top Buys
| 1 |
Tractor Supply
TSCO
|
$1.38M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$1.08M |
| 3 |
Palo Alto Networks
PANW
|
$755K |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$153K |
| 5 |
Lowe's Companies
LOW
|
$18.8K |
Top Sells
| 1 |
Visa
V
|
$1.03M |
| 2 |
Delta Air Lines
DAL
|
$801K |
| 3 |
General Motors
GM
|
$615K |
| 4 |
Verizon
VZ
|
$563K |
| 5 |
Apple
AAPL
|
$518K |
Sector Composition
| 1 | Technology | 16.31% |
| 2 | Industrials | 13.73% |
| 3 | Financials | 12.65% |
| 4 | Healthcare | 9.2% |
| 5 | Consumer Staples | 7.6% |
