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
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1 +$1.83M
2 +$1.5M
3 +$1.38M
4
PLTR icon
Palantir
PLTR
+$1.3M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$840K

Top Sells

1 +$1.66M
2 +$1.04M
3 +$1.02M
4
KEY icon
KeyCorp
KEY
+$1.01M
5
LLY icon
Eli Lilly
LLY
+$796K

Sector Composition

1 Technology 25.64%
2 Industrials 13.89%
3 Consumer Discretionary 10.02%
4 Financials 9.13%
5 Healthcare 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$27.8K 0.02%
500
227
$27K 0.02%
295
228
$26.7K 0.02%
110
229
$26.4K 0.02%
325
230
$26.3K 0.02%
161
231
$24.8K 0.01%
86
232
$24.3K 0.01%
579
+79
233
$23.7K 0.01%
255
234
$23K 0.01%
111
235
$19.7K 0.01%
150
236
$19.7K 0.01%
+13
237
$19.5K 0.01%
132
238
$19.1K 0.01%
+25
239
$19K 0.01%
431
240
$18.9K 0.01%
200
241
$18.6K 0.01%
+1,560
242
$18.3K 0.01%
539
243
$18.1K 0.01%
5
244
$17.8K 0.01%
136
245
$17.6K 0.01%
204
+122
246
$17.5K 0.01%
+85
247
$17.5K 0.01%
600
248
$17.3K 0.01%
40
249
$17.1K 0.01%
59
250
$16.4K 0.01%
110