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
$97M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1 +$1M
2 +$734K
3 +$722K
4
XLNX
Xilinx Inc
XLNX
+$658K
5
HPE icon
Hewlett Packard
HPE
+$567K

Top Sells

1 +$633K
2 +$475K
3 +$28.2K
4
V icon
Visa
V
+$24.5K
5
CVS icon
CVS Health
CVS
+$12.3K

Sector Composition

1 Financials 23.6%
2 Technology 12.04%
3 Industrials 11.35%
4 Consumer Staples 8.72%
5 Healthcare 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$3K ﹤0.01%
150
302
$2K ﹤0.01%
+161
303
$2K ﹤0.01%
+2,200
304
$2K ﹤0.01%
81
305
$1K ﹤0.01%
+508
306
$1K ﹤0.01%
106
307
-5,611
308
-13,152