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
$125M
AUM Growth
-$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$19.5K
3
+$18.6K
4
MS icon
Morgan Stanley
MS
+$14.8K
5
PG icon
Procter & Gamble
PG
+$14.2K

Top Sells

1
+$1.03M
2
+$801K
3
+$615K
4
AAPL icon
Apple
AAPL
+$589K
5
EW icon
Edwards Lifesciences
EW
+$578K

Sector Composition

1 Technology 16.31%
2 Industrials 13.73%
3 Financials 12.65%
4 Healthcare 9.2%
5 Consumer Staples 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$8K 0.01%
47
252
$7K 0.01%
60
253
$7K 0.01%
230
254
$7K 0.01%
60
255
$7K 0.01%
192
256
$7K 0.01%
110
257
$7K 0.01%
82
258
$7K 0.01%
200
259
$6K ﹤0.01%
97
260
$6K ﹤0.01%
25
261
$6K ﹤0.01%
50
262
$6K ﹤0.01%
40
263
$5K ﹤0.01%
190
264
$5K ﹤0.01%
125
265
$5K ﹤0.01%
58
266
$5K ﹤0.01%
23
267
$5K ﹤0.01%
99
268
$4K ﹤0.01%
80
269
$4K ﹤0.01%
81
270
$4K ﹤0.01%
50
271
$4K ﹤0.01%
50
272
$4K ﹤0.01%
64
273
$4K ﹤0.01%
70
274
$4K ﹤0.01%
50
275
$4K ﹤0.01%
100
8 9 10
11
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