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
$143M
AUM Growth
+$2.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$1.05M
3
+$1M
4
ETN icon
Eaton
ETN
+$117K
5
MS icon
Morgan Stanley
MS
+$105K

Top Sells

1
+$1.45M
2
+$1.14M
3
+$1.1M
4
TDTT icon
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
+$457K
5
AMD icon
Advanced Micro Devices
AMD
+$301K

Sector Composition

1 Technology 18.47%
2 Industrials 15.2%
3 Financials 11.24%
4 Healthcare 8.68%
5 Consumer Staples 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-64
302
– –
-6,950
303
– –
-12
304
– –
-154
305
– –
-529
306
– –
-354
307
– –
-8,187
9 10 11 12
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