LB

Legacy Bridge Portfolio holdings

AUM $240M
1-Year Est. Return 49.73%
This Quarter Est. Return
1 Year Est. Return
+49.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$79.4M
AUM Growth
-$41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Sells

1 +$743K
2 +$647K
3 +$596K
4
AMD icon
Advanced Micro Devices
AMD
+$561K
5
SCHW icon
Charles Schwab
SCHW
+$536K

Sector Composition

1 Financials 19.72%
2 Technology 17.13%
3 Consumer Staples 9.15%
4 Industrials 9.09%
5 Healthcare 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$6K 0.01%
114
-13
252
$6K 0.01%
+135
253
$6K 0.01%
110
254
$6K 0.01%
+451
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+7
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+300
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$6K 0.01%
47
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+40
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$6K 0.01%
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$5K 0.01%
47
262
$5K 0.01%
100
263
$5K 0.01%
+24
264
$5K 0.01%
150
265
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$4K 0.01%
50
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50
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+300
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$3K ﹤0.01%
138
275
$3K ﹤0.01%
1,050