LB

Legacy Bridge Portfolio holdings

AUM $246M
1-Year Est. Return 44.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+44.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
+$6.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$968K
3
+$537K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$157K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$156K

Top Sells

1
+$1.45M
2
+$451K
3
+$417K
4
BIIB icon
Biogen
BIIB
+$378K
5
SMTC icon
Semtech
SMTC
+$254K

Sector Composition

1 Technology 19.93%
2 Industrials 15.23%
3 Financials 10.7%
4 Healthcare 8.81%
5 Consumer Discretionary 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$21.4K 0.01%
500
227
$21.3K 0.01%
800
228
$21.2K 0.01%
110
229
$21K 0.01%
86
230
$19.7K 0.01%
135
231
$19.3K 0.01%
300
232
$18.2K 0.01%
500
233
$17.5K 0.01%
150
234
$17.5K 0.01%
132
235
$17.2K 0.01%
59
236
$16.2K 0.01%
400
237
$15.9K 0.01%
539
238
$15.5K 0.01%
140
239
$15.4K 0.01%
161
240
$15.3K 0.01%
40
241
$14.9K 0.01%
317
242
$14.7K 0.01%
111
243
$14.6K 0.01%
570
244
$14.3K 0.01%
431
245
$14.3K 0.01%
100
246
$13.9K 0.01%
233
247
$13.8K 0.01%
600
248
$13.5K 0.01%
5
249
$12.8K 0.01%
135
250
$12.7K 0.01%
245
8 9
10
11 12