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
$170M
AUM Growth
-$1.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.29M
3
+$1.27M
4
XOM icon
Exxon Mobil
XOM
+$1.04M
5
NU icon
Nu Holdings
NU
+$828K

Top Sells

1
+$1.25M
2
+$1.08M
3
+$1.08M
4
RHI icon
Robert Half
RHI
+$1.03M
5
PXD
Pioneer Natural Resource Co.
PXD
+$1.03M

Sector Composition

1 Technology 27.67%
2 Industrials 12.72%
3 Financials 9.35%
4 Consumer Discretionary 8.6%
5 Healthcare 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$3.13K ﹤0.01%
10
277
$2.99K ﹤0.01%
28
278
$2.7K ﹤0.01%
+60
279
$2.47K ﹤0.01%
50
280
$2.45K ﹤0.01%
26
281
$2.09K ﹤0.01%
+12
282
$1.94K ﹤0.01%
+30
283
$1.85K ﹤0.01%
+50
284
$1.76K ﹤0.01%
11
-235
285
$733 ﹤0.01%
15
286
$486 ﹤0.01%
5
287
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10 11
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