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
$136M
AUM Growth
-$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1 +$865K
2 +$216K
3 +$6.2K
4
HAL icon
Halliburton
HAL
+$6K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$5.45K

Top Sells

1 +$2.25M
2 +$1.66M
3 +$1.65M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.1M
5
OKTA icon
Okta
OKTA
+$792K

Sector Composition

1 Technology 16.36%
2 Financials 13.68%
3 Industrials 13.53%
4 Healthcare 9.49%
5 Consumer Staples 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$10K 0.01%
40
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$9K 0.01%
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230
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7
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$8K 0.01%
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47
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$7K 0.01%
110
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82
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$7K 0.01%
135
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$7K 0.01%
60
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$7K 0.01%
25
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$7K 0.01%
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$6K ﹤0.01%
23
-1
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$6K ﹤0.01%
+190
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$6K ﹤0.01%
50
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$6K ﹤0.01%
40
270
$5K ﹤0.01%
50
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$5K ﹤0.01%
70
273
$5K ﹤0.01%
41
274
$5K ﹤0.01%
143
275
$5K ﹤0.01%
58