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
$150M
AUM Growth
+$6.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1 +$1.21M
2 +$1.11M
3 +$600K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$165K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$164K

Top Sells

1 +$1.45M
2 +$531K
3 +$502K
4
BIIB icon
Biogen
BIIB
+$362K
5
SMTC icon
Semtech
SMTC
+$254K

Sector Composition

1 Technology 19.93%
2 Industrials 15.23%
3 Financials 10.7%
4 Healthcare 8.81%
5 Consumer Discretionary 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$12.7K 0.01%
60
252
$12K 0.01%
110
253
$10.8K 0.01%
440
254
$10.1K 0.01%
417
255
$9.68K 0.01%
7
256
$9.6K 0.01%
225
257
$9.56K 0.01%
230
258
$9.35K 0.01%
47
259
$8.69K 0.01%
25
260
$8.43K 0.01%
200
261
$8.12K 0.01%
97
262
$7.78K 0.01%
60
263
$7.25K ﹤0.01%
125
264
$7.01K ﹤0.01%
50
265
$6.85K ﹤0.01%
82
266
$6.82K ﹤0.01%
110
267
$6.27K ﹤0.01%
190
268
$6.07K ﹤0.01%
23
269
$5.71K ﹤0.01%
99
270
$5.03K ﹤0.01%
58
271
$5K ﹤0.01%
81
272
$4.93K ﹤0.01%
64
273
$4.69K ﹤0.01%
90
274
$4.67K ﹤0.01%
100
275
$4.57K ﹤0.01%
70