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
$90.9M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$156K
2
+$112K
3
+$59.5K
4
REGI
Renewable Energy Group, Inc.
REGI
+$43.1K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$40.3K

Top Sells

1
+$1.05M
2
+$391K
3
+$310K
4
TMO icon
Thermo Fisher Scientific
TMO
+$291K
5
WSM icon
Williams-Sonoma
WSM
+$261K

Sector Composition

1 Technology 18.84%
2 Financials 17.85%
3 Industrials 8.69%
4 Consumer Staples 8.69%
5 Consumer Discretionary 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
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313
252
$9K 0.01%
+156
253
$9K 0.01%
350
254
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255
$8K 0.01%
300
256
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47
257
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150
258
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259
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25
260
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47
261
$7K 0.01%
135
262
$7K 0.01%
110
263
$7K 0.01%
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264
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40
265
$7K 0.01%
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$6K 0.01%
24
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7
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200
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$5K 0.01%
300
271
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292
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272
$5K 0.01%
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273
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274
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64
275
$5K 0.01%
41
8 9 10
11
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