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
$140M
AUM Growth
-$9.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1 +$1.17M
2 +$1.08M
3 +$101K
4
COST icon
Costco
COST
+$42.4K
5
CAT icon
Caterpillar
CAT
+$41K

Top Sells

1 +$1.97M
2 +$1M
3 +$768K
4
AMD icon
Advanced Micro Devices
AMD
+$722K
5
DG icon
Dollar General
DG
+$383K

Sector Composition

1 Technology 19.43%
2 Industrials 14.05%
3 Financials 10.64%
4 Healthcare 9.99%
5 Consumer Discretionary 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$10.3K 0.01%
7
252
$10.2K 0.01%
230
253
$9.84K 0.01%
417
254
$8.89K 0.01%
47
255
$8.31K 0.01%
225
256
$8.14K 0.01%
200
257
$7.91K 0.01%
25
258
$7.7K 0.01%
190
259
$7.67K 0.01%
475
-75
260
$7.22K 0.01%
60
261
$6.86K ﹤0.01%
97
262
$6.63K ﹤0.01%
110
263
$6.51K ﹤0.01%
99
264
$6.21K ﹤0.01%
82
265
$6.18K ﹤0.01%
50
266
$5.95K ﹤0.01%
23
267
$5.73K ﹤0.01%
125
268
$4.97K ﹤0.01%
58
269
$4.74K ﹤0.01%
70
270
$4.69K ﹤0.01%
81
271
$4.55K ﹤0.01%
64
272
$4.45K ﹤0.01%
90
273
$4.42K ﹤0.01%
100
274
$4.41K ﹤0.01%
138
275
$4.01K ﹤0.01%
60