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
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1 +$1.83M
2 +$1.5M
3 +$1.38M
4
PLTR icon
Palantir
PLTR
+$1.3M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$840K

Top Sells

1 +$1.66M
2 +$1.04M
3 +$1.02M
4
KEY icon
KeyCorp
KEY
+$1.01M
5
LLY icon
Eli Lilly
LLY
+$796K

Sector Composition

1 Technology 25.64%
2 Industrials 13.89%
3 Consumer Discretionary 10.02%
4 Financials 9.13%
5 Healthcare 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$9.34K 0.01%
+30
277
$8.57K 0.01%
+15
278
$8.45K ﹤0.01%
97
279
$8.06K ﹤0.01%
225
280
$7.96K ﹤0.01%
60
281
$7.56K ﹤0.01%
+98
282
$7.26K ﹤0.01%
50
283
$7.24K ﹤0.01%
+100
284
$6.82K ﹤0.01%
99
285
$6.64K ﹤0.01%
110
286
$6.46K ﹤0.01%
125
287
$6.25K ﹤0.01%
400
288
$6.17K ﹤0.01%
58
289
$5.76K ﹤0.01%
64
290
$5.69K ﹤0.01%
23
291
$5.5K ﹤0.01%
145
292
$5.46K ﹤0.01%
81
293
$5.4K ﹤0.01%
+96
294
$5.13K ﹤0.01%
70
295
$5.01K ﹤0.01%
+200
296
$4.52K ﹤0.01%
90
297
$4.33K ﹤0.01%
182
298
$4.17K ﹤0.01%
+13
299
$3.94K ﹤0.01%
100
300
$3.83K ﹤0.01%
50