LB

Legacy Bridge Portfolio holdings

AUM $246M
1-Year Est. Return 44.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+44.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
+$6.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$929K
2
+$768K
3
+$635K
4
QRVO icon
Qorvo
QRVO
+$566K
5
PANW icon
Palo Alto Networks
PANW
+$328K

Top Sells

1
+$827K
2
+$404K
3
+$281K
4
BX icon
Blackstone
BX
+$175K
5
EQR icon
Equity Residential
EQR
+$89K

Sector Composition

1 Financials 23.11%
2 Technology 13.74%
3 Industrials 10.17%
4 Consumer Staples 8.5%
5 Healthcare 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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