LB

Legacy Bridge Portfolio holdings

AUM $246M
1-Year Est. Return 44.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+44.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$246M
AUM Growth
+$6.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1 +$1.3M
2 +$1.25M
3 +$1.04M
4
NVDA icon
NVIDIA
NVDA
+$524K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$495K

Top Sells

1 +$2.85M
2 +$922K
3 +$73.2K
4
PREF icon
Principal Spectrum Preferred Securities Active ETF
PREF
+$71.3K
5
TTE icon
TotalEnergies
TTE
+$65.6K

Sector Composition

1 Technology 28.89%
2 Industrials 15.69%
3 Financials 10.82%
4 Consumer Discretionary 6.11%
5 Healthcare 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PSTG icon
276
Everpure, Inc.
PSTG
$20.1B
$15.1K 0.01%
225
MKL icon
277
Markel Group
MKL
$24.5B
$15K 0.01%
7
EOSE icon
278
Eos Energy Enterprises
EOSE
$2.08B
$14.9K 0.01%
1,300
+600
CIFR icon
279
Cipher Digital Inc. Common Stock
CIFR
$5.55B
$14.8K 0.01%
+1,000
TPL icon
280
Texas Pacific Land
TPL
$36.5B
$14.6K 0.01%
51
SCHE icon
281
Schwab Emerging Markets Equity ETF
SCHE
$11.6B
$14.4K 0.01%
440
D icon
282
Dominion Energy
D
$55.2B
$14.4K 0.01%
245
GILD icon
283
Gilead Sciences
GILD
$180B
$14.2K 0.01%
+116
BKR icon
284
Baker Hughes
BKR
$55.2B
$13.6K 0.01%
299
+244
WSO icon
285
Watsco Inc
WSO
$14.8B
$13.5K 0.01%
40
VEEV icon
286
Veeva Systems
VEEV
$29.7B
$13.4K 0.01%
60
+10
MCK icon
287
McKesson
MCK
$116B
$13.1K 0.01%
+16
NEM icon
288
Newmont
NEM
$125B
$12.9K 0.01%
+129
HCA icon
289
HCA Healthcare
HCA
$119B
$12.6K 0.01%
+27
USRT icon
290
iShares Core US REIT ETF
USRT
$3.57B
$12.4K 0.01%
218
-61
EA icon
291
Electronic Arts
EA
$49.8B
$12.3K 0.01%
60
XPO icon
292
XPO
XPO
$21.4B
$12.2K 0.01%
90
MNST icon
293
Monster Beverage
MNST
$75.3B
$11.8K ﹤0.01%
+154
AMGN icon
294
Amgen
AMGN
$198B
$11.8K ﹤0.01%
36
+25
ROST icon
295
Ross Stores
ROST
$67.9B
$11.7K ﹤0.01%
+65
SPG icon
296
Simon Property Group
SPG
$61B
$11.7K ﹤0.01%
+63
ALL icon
297
Allstate
ALL
$53.2B
$11.7K ﹤0.01%
+56
GM icon
298
General Motors
GM
$66.4B
$11.6K ﹤0.01%
+143
HLT icon
299
Hilton Worldwide
HLT
$67.5B
$11.5K ﹤0.01%
+40
SCHW icon
300
Charles Schwab
SCHW
$160B
$11.5K ﹤0.01%
115
+113