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
$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 14.41%
3 Industrials 10.72%
4 Consumer Staples 9.2%
5 Healthcare 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-140
302
-1,670
303
-975
304
-2,785
305
-4,318
306
-2,000