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
$141M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$276K
3
+$249K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$192K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$154K

Top Sells

1
+$489K
2
+$449K
3
+$277K
4
TDTT icon
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
+$178K
5
TJX icon
TJX Companies
TJX
+$101K

Sector Composition

1 Technology 15.36%
2 Industrials 14.56%
3 Financials 13.29%
4 Healthcare 10.25%
5 Consumer Staples 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$6.01K ﹤0.01%
125
277
$5.91K ﹤0.01%
97
278
$5.85K ﹤0.01%
+63
279
$5.85K ﹤0.01%
23
280
$5.74K ﹤0.01%
50
281
$5.24K ﹤0.01%
58
282
$5.04K ﹤0.01%
64
283
$4.53K ﹤0.01%
90
284
$4.49K ﹤0.01%
81
285
$4.37K ﹤0.01%
100
286
$4K ﹤0.01%
70
287
$3.99K ﹤0.01%
143
288
$3.96K ﹤0.01%
138
289
$3.76K ﹤0.01%
50
290
$3.72K ﹤0.01%
50
291
$3.58K ﹤0.01%
322
292
$3.39K ﹤0.01%
50
293
$3.33K ﹤0.01%
+57
294
$3.3K ﹤0.01%
150
295
$3.11K ﹤0.01%
41
296
$2.98K ﹤0.01%
28
297
$2.73K ﹤0.01%
+67
298
$1.59K ﹤0.01%
98
299
$1.53K ﹤0.01%
83
300
$1.48K ﹤0.01%
+12
9 10 11
12
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