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
$173M
AUM Growth
-$3.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$743K
3
+$203K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$186K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$115K

Top Sells

1
+$1.96M
2
+$1.3M
3
+$1.07M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$290K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$290K

Sector Composition

1 Technology 19.13%
2 Financials 16.53%
3 Industrials 11.96%
4 Healthcare 8.16%
5 Consumer Staples 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$13K 0.01%
110
252
$13K 0.01%
440
253
$12K 0.01%
313
254
$12K 0.01%
+5
255
$12K 0.01%
156
256
$12K 0.01%
97
257
$12K 0.01%
300
258
$11K 0.01%
40
259
$10K 0.01%
249
260
$10K 0.01%
145
-235
261
$10K 0.01%
111
262
$10K 0.01%
100
-100
263
$10K 0.01%
47
264
$10K 0.01%
710
265
$10K 0.01%
+200
266
$10K 0.01%
200
267
$9K 0.01%
+60
268
$9K 0.01%
500
-500
269
$9K 0.01%
25
270
$8K ﹤0.01%
7
271
$8K ﹤0.01%
+82
272
$7K ﹤0.01%
135
273
$7K ﹤0.01%
41
274
$7K ﹤0.01%
300
275
$7K ﹤0.01%
+110
9 10
11
12 13