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
$138M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1 +$1.21M
2 +$1.2M
3 +$1.1M
4
RHI icon
Robert Half
RHI
+$1.04M
5
FSLR icon
First Solar
FSLR
+$1.03M

Top Sells

1 +$384K
2 +$308K
3 +$239K
4
C icon
Citigroup
C
+$228K
5
COP icon
ConocoPhillips
COP
+$194K

Sector Composition

1 Technology 19.87%
2 Financials 13.93%
3 Industrials 11.63%
4 Healthcare 8.78%
5 Consumer Staples 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$11K 0.01%
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$6K ﹤0.01%
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$6K ﹤0.01%
89