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
$246M
AUM Growth
+$6.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1 +$1.3M
2 +$1.25M
3 +$1.04M
4
NVDA icon
NVIDIA
NVDA
+$524K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$495K

Top Sells

1 +$2.85M
2 +$922K
3 +$73.2K
4
PREF icon
Principal Spectrum Preferred Securities Active ETF
PREF
+$71.3K
5
TTE icon
TotalEnergies
TTE
+$65.6K

Sector Composition

1 Technology 28.89%
2 Industrials 15.69%
3 Financials 10.82%
4 Consumer Discretionary 6.11%
5 Healthcare 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VNQ icon
251
Vanguard Real Estate ETF
VNQ
$36.7B
$21.6K 0.01%
244
UNH icon
252
UnitedHealth
UNH
$322B
$21.1K 0.01%
64
+47
XLV icon
253
State Street Health Care Select Sector SPDR ETF
XLV
$37.9B
$20.4K 0.01%
132
VSS icon
254
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.4B
$20.1K 0.01%
140
IGF icon
255
iShares Global Infrastructure ETF
IGF
$10.4B
$19.5K 0.01%
317
MCO icon
256
Moody's
MCO
$79.7B
$17.9K 0.01%
35
+10
WMB icon
257
Williams Companies
WMB
$88.3B
$17.9K 0.01%
+297
ADP icon
258
Automatic Data Processing
ADP
$79.1B
$17.2K 0.01%
+67
APA icon
259
APA Corp
APA
$13.3B
$17.1K 0.01%
+699
LIN icon
260
Linde
LIN
$236B
$17.1K 0.01%
40
+39
ORLY icon
261
O'Reilly Automotive
ORLY
$77.9B
$16.4K 0.01%
180
-120
EEM icon
262
iShares MSCI Emerging Markets ETF
EEM
$28.2B
$16.4K 0.01%
300
+200
BMY icon
263
Bristol-Myers Squibb
BMY
$120B
$15.9K 0.01%
+295
KLAC icon
264
KLA
KLAC
$254B
$15.8K 0.01%
+13
HWM icon
265
Howmet Aerospace
HWM
$97.1B
$15.8K 0.01%
+77
SHOP icon
266
Shopify
SHOP
$164B
$15.8K 0.01%
98
BABA icon
267
Alibaba
BABA
$326B
$15.7K 0.01%
107
CUT icon
268
Invesco MSCI Global Timber ETF
CUT
$30.6M
$15.7K 0.01%
539
CNC icon
269
Centene
CNC
$20.6B
$15.4K 0.01%
+375
IDEV icon
270
iShares Core MSCI International Developed Markets ETF
IDEV
$29.1B
$15.4K 0.01%
187
CFG icon
271
Citizens Financial Group
CFG
$27.2B
$15.4K 0.01%
+264
MRVL icon
272
Marvell Technology
MRVL
$144B
$15.3K 0.01%
180
CPRT icon
273
Copart
CPRT
$31.9B
$15.3K 0.01%
+390
DDOG icon
274
Datadog
DDOG
$45.8B
$15.2K 0.01%
112
DELL icon
275
Dell
DELL
$140B
$15.1K 0.01%
120
+20