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
$171M
AUM Growth
-$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$480K
3
+$445K
4
SHEL icon
Shell
SHEL
+$88K
5
BRBR icon
BellRing Brands
BRBR
+$2K

Top Sells

1
+$3.51M
2
+$992K
3
+$837K
4
DAR icon
Darling Ingredients
DAR
+$439K
5
EW icon
Edwards Lifesciences
EW
+$389K

Sector Composition

1 Technology 18.72%
2 Industrials 13.15%
3 Financials 12.92%
4 Healthcare 9.35%
5 Consumer Staples 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$7K ﹤0.01%
300
277
$7K ﹤0.01%
50
278
$6K ﹤0.01%
24
279
$6K ﹤0.01%
70
280
$6K ﹤0.01%
40
281
$5K ﹤0.01%
64
282
$5K ﹤0.01%
50
283
$5K ﹤0.01%
100
284
$5K ﹤0.01%
41
285
$5K ﹤0.01%
125
286
$5K ﹤0.01%
143
287
$5K ﹤0.01%
99
288
$5K ﹤0.01%
81
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50
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$4K ﹤0.01%
50
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$4K ﹤0.01%
138
292
$4K ﹤0.01%
322
293
$4K ﹤0.01%
58
-31
294
$4K ﹤0.01%
150
295
$4K ﹤0.01%
90
296
$3K ﹤0.01%
98
297
$3K ﹤0.01%
51
298
$2K ﹤0.01%
30
299
$2K ﹤0.01%
10
300
$2K ﹤0.01%
+73
9 10 11
12
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