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LB

Legacy Bridge Portfolio holdings

AUM $262M
1-Year Est. Return 56.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+56.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$79.4M
AUM Growth
-$41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$999K
2
+$247K
3
+$172K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$145K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$92.8K

Top Sells

1
+$785K
2
+$707K
3
+$675K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$635K
5
AMD icon
Advanced Micro Devices
AMD
+$594K

Sector Composition

1 Financials 19.72%
2 Technology 17.13%
3 Consumer Staples 9.15%
4 Industrials 9.09%
5 Healthcare 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-650
302
– –
-1,300
303
– –
-380
304
– –
-106
305
– –
-190
306
– –
-4,000
307
– –
-250
308
– –
-320
309
– –
-2,000
310
– –
-125
311
$0 ﹤0.01%
+1
312
– –
-2,250
313
– –
-1,070
9 10 11 12
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