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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
$120M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$879K
3
+$728K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$414K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$368K

Top Sells

1
+$1.76M
2
+$524K
3
+$447K
4
GPN icon
Global Payments
GPN
+$343K
5
JNJ icon
Johnson & Johnson
JNJ
+$246K

Sector Composition

1 Financials 22.25%
2 Technology 15.41%
3 Industrials 10.08%
4 Consumer Staples 7.77%
5 Consumer Discretionary 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$4K ﹤0.01%
138
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$3K ﹤0.01%
150
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$2K ﹤0.01%
75
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$1K ﹤0.01%
50
280
$1K ﹤0.01%
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281
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