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
$170M
AUM Growth
-$1.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.29M
3
+$1.27M
4
XOM icon
Exxon Mobil
XOM
+$1.04M
5
NU icon
Nu Holdings
NU
+$828K

Top Sells

1
+$1.25M
2
+$1.08M
3
+$1.08M
4
RHI icon
Robert Half
RHI
+$1.03M
5
PXD
Pioneer Natural Resource Co.
PXD
+$1.03M

Sector Composition

1 Technology 27.67%
2 Industrials 12.72%
3 Financials 9.35%
4 Consumer Discretionary 8.6%
5 Healthcare 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$9.55K 0.01%
90
252
$9.42K 0.01%
225
253
$9.4K 0.01%
38
254
$9.15K 0.01%
50
255
$8.93K 0.01%
15
256
$8.36K ﹤0.01%
60
257
$7.78K ﹤0.01%
300
-117
258
$7.2K ﹤0.01%
100
259
$7.17K ﹤0.01%
153
+57
260
$6.6K ﹤0.01%
99
261
$6.47K ﹤0.01%
98
262
$6.34K ﹤0.01%
500
263
$6.21K ﹤0.01%
64
264
$6.04K ﹤0.01%
58
265
$5.77K ﹤0.01%
145
266
$5.62K ﹤0.01%
105
+50
267
$5.41K ﹤0.01%
81
268
$5.03K ﹤0.01%
200
269
$4.98K ﹤0.01%
13
270
$4.32K ﹤0.01%
182
271
$3.83K ﹤0.01%
50
272
$3.75K ﹤0.01%
50
273
$3.42K ﹤0.01%
35
-4,605
274
$3.38K ﹤0.01%
100
275
$3.17K ﹤0.01%
+37
9 10
11
12 13