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
$141M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1 +$1.43M
2 +$276K
3 +$249K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$192K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$154K

Sector Composition

1 Technology 15.36%
2 Industrials 14.56%
3 Financials 13.29%
4 Healthcare 10.25%
5 Consumer Staples 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$13.9K 0.01%
+500
252
$13.8K 0.01%
570
253
$13.6K 0.01%
100
254
$13.3K 0.01%
+64
255
$12.6K 0.01%
300
256
$11.4K 0.01%
60
257
$10.6K 0.01%
225
258
$10.5K 0.01%
417
259
$10.4K 0.01%
440
260
$10.4K 0.01%
135
261
$10.2K 0.01%
110
262
$10.1K 0.01%
5
263
$9.98K 0.01%
40
264
$9.22K 0.01%
7
265
$9.11K 0.01%
800
266
$8.63K 0.01%
47
267
$8.04K 0.01%
230
268
$7.48K 0.01%
190
269
$7.33K 0.01%
60
270
$7.12K 0.01%
110
271
$6.97K 0.01%
25
272
$6.76K ﹤0.01%
82
273
$6.62K ﹤0.01%
200
274
$6.28K ﹤0.01%
40
275
$6.15K ﹤0.01%
99