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LB

Legacy Bridge Portfolio holdings

AUM $262M
1-Year Est. Return 56.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+56.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$262M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1 +$2.66M
2 +$1.82M
3 +$1.51M
4
C icon
Citigroup
C
+$1.46M
5
EWW icon
iShares MSCI Mexico ETF
EWW
+$1.28M

Top Sells

1 +$805K
2 +$391K
3 +$205K
4
CLS icon
Celestica
CLS
+$175K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$93.4K

Sector Composition

1 Technology 26.82%
2 Industrials 18.19%
3 Financials 10.19%
4 Consumer Discretionary 5.82%
5 Healthcare 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
XLV icon
251
State Street Health Care Select Sector SPDR ETF
XLV
$39.3B
$19.4K 0.01%
132
CRM icon
252
Salesforce
CRM
$136B
$19.2K 0.01%
103
KLAC icon
253
KLA
KLAC
$315B
$19.1K 0.01%
13
LEN icon
254
Lennar Class A
LEN
$23.4B
$18.7K 0.01%
215
-29
IBM icon
255
IBM
IBM
$258B
$18.2K 0.01%
75
MRVL icon
256
Marvell Technology
MRVL
$246B
$17.8K 0.01%
180
XPO icon
257
XPO
XPO
$26.7B
$17.5K 0.01%
90
DKNG icon
258
DraftKings
DKNG
$14.9B
$17.3K 0.01%
800
USRT icon
259
iShares Core US REIT ETF
USRT
$4.23B
$17.2K 0.01%
291
+73
EEM icon
260
iShares MSCI Emerging Markets ETF
EEM
$29.9B
$17K 0.01%
300
AGG icon
261
iShares Core US Aggregate Bond ETF
AGG
$137B
$15.7K 0.01%
158
+133
IDEV icon
262
iShares Core MSCI International Developed Markets ETF
IDEV
$30.5B
$15.6K 0.01%
187
CUT icon
263
Invesco MSCI Global Timber ETF
CUT
$30.3M
$15.4K 0.01%
539
D icon
264
Dominion Energy
D
$58.7B
$15.1K 0.01%
245
CDNS icon
265
Cadence Design Systems
CDNS
$106B
$15K 0.01%
54
-28
WSO icon
266
Watsco Inc
WSO
$15.8B
$14.6K 0.01%
40
SCHE icon
267
Schwab Emerging Markets Equity ETF
SCHE
$12.5B
$14.5K 0.01%
440
EOSE icon
268
Eos Energy Enterprises
EOSE
$2.1B
$13.9K 0.01%
2,800
+1,500
P
269
Everpure Inc
P
$23B
$13.9K 0.01%
235
+10
MDB icon
270
MongoDB
MDB
$28.5B
$13.5K 0.01%
55
BABA icon
271
Alibaba
BABA
$270B
$13.4K 0.01%
107
MKL icon
272
Markel Group
MKL
$22.9B
$13.4K 0.01%
7
DDOG icon
273
Datadog
DDOG
$83.4B
$13.2K 0.01%
112
CIFR icon
274
Cipher Digital Inc
CIFR
$9.26B
$13.1K 0.01%
1,020
+20
AAOI icon
275
Applied Optoelectronics
AAOI
$13.9B
$12.7K ﹤0.01%
+150