LB

Legacy Bridge Portfolio holdings

AUM $211M
1-Year Est. Return 39.35%
This Quarter Est. Return
1 Year Est. Return
+39.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1 +$1.2M
2 +$1.11M
3 +$1.09M
4
C icon
Citigroup
C
+$882K
5
BAC icon
Bank of America
BAC
+$785K

Top Sells

1 +$1.08M
2 +$783K
3 +$439K
4
NVDA icon
NVIDIA
NVDA
+$367K
5
NXPI icon
NXP Semiconductors
NXPI
+$194K

Sector Composition

1 Technology 17.86%
2 Financials 15.87%
3 Industrials 11.94%
4 Healthcare 8.48%
5 Consumer Discretionary 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$14K 0.01%
440
252
$13K 0.01%
110
253
$13K 0.01%
451
254
$13K 0.01%
97
255
$12K 0.01%
313
256
$12K 0.01%
156
257
$12K 0.01%
65
258
$12K 0.01%
350
259
$12K 0.01%
268
260
$11K 0.01%
111
261
$11K 0.01%
2,432
262
$10K 0.01%
40
263
$10K 0.01%
300
264
$10K 0.01%
47
265
$10K 0.01%
47
266
$10K 0.01%
710
267
$9K 0.01%
400
268
$9K 0.01%
200
269
$8K 0.01%
135
270
$8K 0.01%
7
271
$8K 0.01%
254
272
$8K 0.01%
100
273
$7K ﹤0.01%
25
274
$7K ﹤0.01%
300
275
$6K ﹤0.01%
24