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
$170M
AUM Growth
-$1.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.29M
3
+$1.27M
4
XOM icon
Exxon Mobil
XOM
+$1.04M
5
NU icon
Nu Holdings
NU
+$828K

Top Sells

1
+$1.25M
2
+$1.08M
3
+$1.08M
4
RHI icon
Robert Half
RHI
+$1.03M
5
PXD
Pioneer Natural Resource Co.
PXD
+$1.03M

Sector Composition

1 Technology 27.67%
2 Industrials 12.72%
3 Financials 9.35%
4 Consumer Discretionary 8.6%
5 Healthcare 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$17.6K 0.01%
539
227
$17.5K 0.01%
136
228
$17.1K 0.01%
204
229
$17K 0.01%
59
230
$16.6K 0.01%
54
+24
231
$16.4K 0.01%
140
232
$15.2K 0.01%
110
233
$15.2K 0.01%
317
234
$14.7K 0.01%
150
235
$14.4K 0.01%
225
236
$13.8K 0.01%
600
237
$13.7K 0.01%
75
238
$13.3K 0.01%
90
239
$12.9K 0.01%
50
-4,873
240
$12.6K 0.01%
180
241
$12K 0.01%
245
242
$11.9K 0.01%
92
243
$11.8K 0.01%
496
+71
244
$11.8K 0.01%
400
245
$11.7K 0.01%
440
246
$11.4K 0.01%
80
247
$11K 0.01%
7
248
$10.6K 0.01%
100
-300
249
$10.5K 0.01%
25
250
$9.59K 0.01%
71
8 9
10
11 12