LB

Legacy Bridge Portfolio holdings

AUM $240M
1-Year Est. Return 49.73%
This Quarter Est. Return
1 Year Est. Return
+49.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$211M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1 +$1.3M
2 +$1.1M
3 +$725K
4
NVDA icon
NVIDIA
NVDA
+$489K
5
AVGO icon
Broadcom
AVGO
+$321K

Top Sells

1 +$1.08M
2 +$1.07M
3 +$1.06M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$825K
5
KNX icon
Knight Transportation
KNX
+$696K

Sector Composition

1 Technology 27.02%
2 Industrials 16.63%
3 Financials 10.99%
4 Consumer Discretionary 6.85%
5 Healthcare 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
XPO icon
251
XPO
XPO
$15.7B
$11.4K 0.01%
90
SHOP icon
252
Shopify
SHOP
$190B
$11.3K 0.01%
98
VTV icon
253
Vanguard Value ETF
VTV
$148B
$11.1K 0.01%
63
+7
CFLT icon
254
Confluent
CFLT
$8.15B
$9.97K ﹤0.01%
400
MDB icon
255
MongoDB
MDB
$28.7B
$9.87K ﹤0.01%
47
EA icon
256
Electronic Arts
EA
$50.1B
$9.58K ﹤0.01%
60
-1
VMC icon
257
Vulcan Materials
VMC
$37.1B
$9.13K ﹤0.01%
35
SCHD icon
258
Schwab US Dividend Equity ETF
SCHD
$71.2B
$7.95K ﹤0.01%
300
EQT icon
259
EQT Corp
EQT
$37.4B
$7.87K ﹤0.01%
135
BAC icon
260
Bank of America
BAC
$384B
$7.62K ﹤0.01%
161
+16
POST icon
261
Post Holdings
POST
$5.8B
$6.32K ﹤0.01%
58
VGK icon
262
Vanguard FTSE Europe ETF
VGK
$27.7B
$6.28K ﹤0.01%
81
CL icon
263
Colgate-Palmolive
CL
$62.9B
$5.82K ﹤0.01%
64
IWD icon
264
iShares Russell 1000 Value ETF
IWD
$65B
$4.86K ﹤0.01%
25
EEM icon
265
iShares MSCI Emerging Markets ETF
EEM
$20.9B
$4.82K ﹤0.01%
100
SLB icon
266
SLB Ltd
SLB
$55.2B
$4.22K ﹤0.01%
125
SHAK icon
267
Shake Shack
SHAK
$3.64B
$4.22K ﹤0.01%
30
ETHE
268
Grayscale Ethereum Trust ETF
ETHE
$3.53B
$4.17K ﹤0.01%
200
XLC icon
269
The Communication Services Select Sector SPDR Fund
XLC
$26.6B
$4.02K ﹤0.01%
37
BSV icon
270
Vanguard Short-Term Bond ETF
BSV
$38.8B
$3.94K ﹤0.01%
50
BIV icon
271
Vanguard Intermediate-Term Bond ETF
BIV
$25.1B
$3.87K ﹤0.01%
50
CCI icon
272
Crown Castle
CCI
$39.9B
$3.6K ﹤0.01%
35
AMAT icon
273
Applied Materials
AMAT
$180B
$3.11K ﹤0.01%
17
TIP icon
274
iShares TIPS Bond ETF
TIP
$13.8B
$3.08K ﹤0.01%
28
AMGN icon
275
Amgen
AMGN
$181B
$3.07K ﹤0.01%
11
+1