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
$179M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1 +$1.03M
2 +$913K
3 +$678K
4
TEM
Tempus AI
TEM
+$582K
5
AXON icon
Axon Enterprise
AXON
+$573K

Top Sells

1 +$1.5M
2 +$1.35M
3 +$1.28M
4
AMD icon
Advanced Micro Devices
AMD
+$1.06M
5
PEP icon
PepsiCo
PEP
+$701K

Sector Composition

1 Technology 23.75%
2 Industrials 14.02%
3 Financials 11.53%
4 Consumer Discretionary 7.83%
5 Healthcare 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EQT icon
251
EQT Corp
EQT
$33.1B
$7.21K ﹤0.01%
135
+25
POST icon
252
Post Holdings
POST
$5.84B
$6.75K ﹤0.01%
58
ALAB icon
253
Astera Labs
ALAB
$28.3B
$6.56K ﹤0.01%
+110
BAC icon
254
Bank of America
BAC
$387B
$6.05K ﹤0.01%
145
CL icon
255
Colgate-Palmolive
CL
$62.9B
$6K ﹤0.01%
64
IONQ icon
256
IonQ
IONQ
$22.3B
$5.96K ﹤0.01%
270
VGK icon
257
Vanguard FTSE Europe ETF
VGK
$27.9B
$5.69K ﹤0.01%
81
SLB icon
258
SLB Ltd
SLB
$54.1B
$5.22K ﹤0.01%
125
-457
IWD icon
259
iShares Russell 1000 Value ETF
IWD
$65.8B
$4.7K ﹤0.01%
25
+13
EEM icon
260
iShares MSCI Emerging Markets ETF
EEM
$21.1B
$4.37K ﹤0.01%
100
VCSH icon
261
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.5B
$3.95K ﹤0.01%
+50
BSV icon
262
Vanguard Short-Term Bond ETF
BSV
$39B
$3.91K ﹤0.01%
50
BIV icon
263
Vanguard Intermediate-Term Bond ETF
BIV
$25.3B
$3.83K ﹤0.01%
50
CCI icon
264
Crown Castle
CCI
$42.7B
$3.65K ﹤0.01%
35
XLC icon
265
The Communication Services Select Sector SPDR Fund
XLC
$27.9B
$3.57K ﹤0.01%
37
COMP icon
266
Compass
COMP
$4.44B
$3.49K ﹤0.01%
400
AMGN icon
267
Amgen
AMGN
$156B
$3.12K ﹤0.01%
10
TIP icon
268
iShares TIPS Bond ETF
TIP
$13.9B
$3.11K ﹤0.01%
28
TSLA icon
269
Tesla
TSLA
$1.49T
$3.11K ﹤0.01%
+12
ETHE
270
Grayscale Ethereum Trust ETF
ETHE
$4.67B
$3.04K ﹤0.01%
200
SHAK icon
271
Shake Shack
SHAK
$3.78B
$2.65K ﹤0.01%
30
HAL icon
272
Halliburton
HAL
$22.7B
$2.54K ﹤0.01%
100
JNK icon
273
SPDR Bloomberg High Yield Bond ETF
JNK
$8.21B
$2.48K ﹤0.01%
26
AMAT icon
274
Applied Materials
AMAT
$186B
$2.47K ﹤0.01%
17
BKR icon
275
Baker Hughes
BKR
$46.2B
$2.42K ﹤0.01%
55