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
$143M
AUM Growth
+$2.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$1.03M
3
+$953K
4
ETN icon
Eaton
ETN
+$121K
5
MS icon
Morgan Stanley
MS
+$99.2K

Top Sells

1
+$1.45M
2
+$1.15M
3
+$1.1M
4
TDTT icon
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
+$466K
5
AMD icon
Advanced Micro Devices
AMD
+$363K

Sector Composition

1 Technology 18.47%
2 Industrials 15.2%
3 Financials 11.24%
4 Healthcare 8.68%
5 Consumer Staples 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$4.75K ﹤0.01%
322
277
$4.67K ﹤0.01%
90
278
$4.56K ﹤0.01%
100
279
$4.27K ﹤0.01%
70
280
$3.86K ﹤0.01%
138
281
$3.84K ﹤0.01%
50
282
$3.83K ﹤0.01%
50
283
$3.37K ﹤0.01%
41
284
$3.36K ﹤0.01%
143
285
$3.28K ﹤0.01%
150
286
$3.09K ﹤0.01%
28
287
$2.72K ﹤0.01%
50
288
$2.42K ﹤0.01%
10
-93
289
$1.68K ﹤0.01%
98
290
$1.6K ﹤0.01%
83
291
$952 ﹤0.01%
+50
292
$302 ﹤0.01%
20
293
$113 ﹤0.01%
4
294
$74 ﹤0.01%
15
295
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296
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-472
297
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-63
298
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-172
299
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-154
300
– –
-529
9 10 11
12
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