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
$141M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1 +$1.43M
2 +$276K
3 +$249K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$192K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$154K

Sector Composition

1 Technology 15.36%
2 Industrials 14.56%
3 Financials 13.29%
4 Healthcare 10.25%
5 Consumer Staples 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$21.6K 0.02%
300
227
$20.9K 0.01%
71
228
$20.1K 0.01%
+529
229
$19.6K 0.01%
313
230
$18.2K 0.01%
110
231
$18.1K 0.01%
86
232
$17.9K 0.01%
132
233
$17.5K 0.01%
200
234
$17.4K 0.01%
+154
235
$17.3K 0.01%
100
-80
236
$17.3K 0.01%
500
237
$17.2K 0.01%
135
238
$16.8K 0.01%
+161
239
$16.5K 0.01%
+59
240
$16.3K 0.01%
+172
241
$16.3K 0.01%
539
242
$16.2K 0.01%
+108
243
$15.2K 0.01%
600
244
$15K 0.01%
245
245
$14.8K 0.01%
451
246
$14.7K 0.01%
150
247
$14.5K 0.01%
317
248
$14.4K 0.01%
111
249
$14.4K 0.01%
140
250
$14K 0.01%
233