LB

Legacy Bridge Portfolio holdings

AUM $246M
1-Year Est. Return 44.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+44.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$246M
AUM Growth
+$6.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1 +$1.3M
2 +$1.25M
3 +$1.04M
4
NVDA icon
NVIDIA
NVDA
+$524K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$495K

Top Sells

1 +$2.85M
2 +$922K
3 +$73.2K
4
PREF icon
Principal Spectrum Preferred Securities Active ETF
PREF
+$71.3K
5
TTE icon
TotalEnergies
TTE
+$65.6K

Sector Composition

1 Technology 28.89%
2 Industrials 15.69%
3 Financials 10.82%
4 Consumer Discretionary 6.11%
5 Healthcare 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VRTX icon
301
Vertex Pharmaceuticals
VRTX
$121B
$10.9K ﹤0.01%
+24
ADI icon
302
Analog Devices
ADI
$150B
$10.8K ﹤0.01%
+40
WELL icon
303
Welltower
WELL
$144B
$10.8K ﹤0.01%
+58
TDG icon
304
TransDigm Group
TDG
$69.2B
$10.6K ﹤0.01%
+8
RMD icon
305
ResMed
RMD
$33.9B
$10.6K ﹤0.01%
+44
APH icon
306
Amphenol
APH
$162B
$10.5K ﹤0.01%
78
+57
VMC icon
307
Vulcan Materials
VMC
$34.5B
$9.98K ﹤0.01%
35
MAR icon
308
Marriott International
MAR
$83.8B
$9.93K ﹤0.01%
+32
PHM icon
309
Pultegroup
PHM
$23.2B
$9.5K ﹤0.01%
+81
IVES
310
Dan IVES Wedbush AI Revolution ETF
IVES
$918M
$9.48K ﹤0.01%
300
+250
EZU icon
311
iShare MSCI Eurozone ETF
EZU
$9.39B
$9.42K ﹤0.01%
147
VZ icon
312
Verizon
VZ
$214B
$9.29K ﹤0.01%
+228
TRV icon
313
Travelers Companies
TRV
$65.3B
$9.28K ﹤0.01%
+32
KVUE icon
314
Kenvue
KVUE
$33.3B
$9.25K ﹤0.01%
+536
BXP icon
315
Boston Properties
BXP
$8.36B
$9.04K ﹤0.01%
+134
PSX icon
316
Phillips 66
PSX
$69.8B
$9.03K ﹤0.01%
+70
MO icon
317
Altria Group
MO
$113B
$8.88K ﹤0.01%
+154
IDXX icon
318
Idexx Laboratories
IDXX
$45.5B
$8.79K ﹤0.01%
+13
CB icon
319
Chubb
CB
$129B
$8.74K ﹤0.01%
+28
AEP icon
320
American Electric Power
AEP
$71.5B
$8.65K ﹤0.01%
+75
ALB icon
321
Albemarle
ALB
$19.3B
$8.63K ﹤0.01%
+61
AIG icon
322
American International
AIG
$41B
$8.47K ﹤0.01%
+99
SCHD icon
323
Schwab US Dividend Equity ETF
SCHD
$83.5B
$8.23K ﹤0.01%
300
SHW icon
324
Sherwin-Williams
SHW
$78.7B
$8.1K ﹤0.01%
+25
URI icon
325
United Rentals
URI
$46.2B
$8.09K ﹤0.01%
+10