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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
$105M
AUM Growth
+$1.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$1.01M
3
+$864K
4
LHX icon
L3Harris
LHX
+$744K
5
TGT icon
Target
TGT
+$680K

Top Sells

1
+$1.25M
2
+$683K
3
+$554K
4
V icon
Visa
V
+$134K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$125K

Sector Composition

1 Financials 21.61%
2 Technology 14.37%
3 Industrials 10.77%
4 Consumer Staples 9.2%
5 Healthcare 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2K ﹤0.01%
106
277
$2K ﹤0.01%
81
278
$1K ﹤0.01%
50
279
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