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
$105M
AUM Growth
+$1.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$1M
3
+$887K
4
TGT icon
Target
TGT
+$765K
5
LHX icon
L3Harris
LHX
+$758K

Top Sells

1
+$1.28M
2
+$683K
3
+$554K
4
V icon
Visa
V
+$129K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$127K

Sector Composition

1 Financials 21.61%
2 Technology 14.37%
3 Industrials 10.77%
4 Consumer Staples 9.2%
5 Healthcare 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-280
302
– –
-790
303
– –
-177
304
– –
-1,801
305
– –
-1,510
306
– –
-980
9 10 11 12
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