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LB

Legacy Bridge Portfolio holdings

AUM $262M
1-Year Est. Return 56.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+56.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$262M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$1.82M
3
+$1.51M
4
C icon
Citigroup
C
+$1.46M
5
EWW icon
iShares MSCI Mexico ETF
EWW
+$1.28M

Top Sells

1
+$805K
2
+$391K
3
+$205K
4
CLS icon
Celestica
CLS
+$175K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$93.4K

Sector Composition

1 Technology 26.82%
2 Industrials 18.19%
3 Financials 10.19%
4 Consumer Discretionary 5.82%
5 Healthcare 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EZU icon
276
iShare MSCI Eurozone ETF
EZU
$9.52B
$12.5K ﹤0.01%
200
+53
EA icon
277
Electronic Arts
EA
$50.9B
$12.2K ﹤0.01%
60
MCO icon
278
Moody's
MCO
$77.2B
$10.9K ﹤0.01%
25
-10
VEEV icon
279
Veeva Systems
VEEV
$26.2B
$10.5K ﹤0.01%
60
VMC icon
280
Vulcan Materials
VMC
$36.4B
$9.53K ﹤0.01%
35
SCHD icon
281
Schwab US Dividend Equity ETF
SCHD
$95.7B
$9.2K ﹤0.01%
300
CRML icon
282
Critical Metals Corp
CRML
$1.43B
$8.93K ﹤0.01%
1,125
BAC icon
283
Bank of America
BAC
$391B
$7.07K ﹤0.01%
145
-366
VGK icon
284
Vanguard FTSE Europe ETF
VGK
$30.3B
$6.68K ﹤0.01%
81
SLB icon
285
SLB Ltd
SLB
$83.7B
$6.42K ﹤0.01%
125
POST icon
286
Post Holdings
POST
$4.22B
$5.73K ﹤0.01%
58
CL icon
287
Colgate-Palmolive
CL
$71.5B
$5.46K ﹤0.01%
64
IWD icon
288
iShares Russell 1000 Value ETF
IWD
$75.9B
$5.34K ﹤0.01%
25
RSP icon
289
Invesco S&P 500 Equal Weight ETF
RSP
$89.7B
$4.8K ﹤0.01%
+25
UNH icon
290
UnitedHealth
UNH
$368B
$4.33K ﹤0.01%
16
-48
XLC icon
291
State Street Communication Services Select Sector SPDR ETF
XLC
$24.1B
$4.1K ﹤0.01%
37
BSV icon
292
Vanguard Short-Term Bond ETF
BSV
$45.1B
$3.92K ﹤0.01%
50
RKT icon
293
Rocket Companies
RKT
$38B
$3.92K ﹤0.01%
275
BIV icon
294
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$3.86K ﹤0.01%
50
ARM icon
295
Arm
ARM
$366B
$3.78K ﹤0.01%
+25
AMGN icon
296
Amgen
AMGN
$191B
$3.52K ﹤0.01%
10
-26
SCCO icon
297
Southern Copper
SCCO
$152B
$3.44K ﹤0.01%
20
ETHE
298
Grayscale Ethereum Staking ETF Shares
ETHE
$1.37B
$3.41K ﹤0.01%
200
BKR icon
299
Baker Hughes
BKR
$63B
$3.36K ﹤0.01%
55
-244
TIP icon
300
iShares TIPS Bond ETF
TIP
$14.9B
$3.09K ﹤0.01%
28
10 11
12
13 14