LB

Legacy Bridge Portfolio holdings

AUM $211M
1-Year Est. Return 39.35%
This Quarter Est. Return
1 Year Est. Return
+39.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$173M
AUM Growth
-$3.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$743K
3
+$203K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$186K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$115K

Top Sells

1
+$1.96M
2
+$1.3M
3
+$1.07M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$290K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$290K

Sector Composition

1 Technology 19.13%
2 Financials 16.53%
3 Industrials 11.96%
4 Healthcare 8.16%
5 Consumer Staples 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$7K ﹤0.01%
+50
277
$6K ﹤0.01%
+50
278
$6K ﹤0.01%
300
279
$6K ﹤0.01%
89
280
$6K ﹤0.01%
192
-26
281
$6K ﹤0.01%
+40
282
$6K ﹤0.01%
24
283
$5K ﹤0.01%
+90
284
$5K ﹤0.01%
64
285
$5K ﹤0.01%
+70
286
$5K ﹤0.01%
+125
287
$5K ﹤0.01%
143
288
$5K ﹤0.01%
+99
289
$4K ﹤0.01%
50
290
$4K ﹤0.01%
50
291
$4K ﹤0.01%
138
292
$4K ﹤0.01%
100
293
$4K ﹤0.01%
+98
294
$3K ﹤0.01%
39
-7
295
$3K ﹤0.01%
150
296
$3K ﹤0.01%
51
297
$2K ﹤0.01%
+10
298
$2K ﹤0.01%
110
299
– –
-4,598
300
– –
-100
9 10 11
12
13