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
$171M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.5M
3
+$1.38M
4
PLTR icon
Palantir
PLTR
+$1.3M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$840K

Top Sells

1
+$1.66M
2
+$1.04M
3
+$1.02M
4
KEY icon
KeyCorp
KEY
+$1.01M
5
LLY icon
Eli Lilly
LLY
+$796K

Sector Composition

1 Technology 25.64%
2 Industrials 13.89%
3 Consumer Discretionary 10.02%
4 Financials 9.13%
5 Healthcare 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$3.8K ﹤0.01%
150
302
$3.77K ﹤0.01%
50
303
$3.01K ﹤0.01%
28
304
$2.96K ﹤0.01%
+55
305
$2.84K ﹤0.01%
10
306
$2.62K ﹤0.01%
50
-50
307
$2.48K ﹤0.01%
+26
308
$2.34K ﹤0.01%
41
309
$1.52K ﹤0.01%
+100
310
$1.46K ﹤0.01%
83
311
$1.19K ﹤0.01%
50
312
$771 ﹤0.01%
98
313
$766 ﹤0.01%
+15
314
$490 ﹤0.01%
+5
315
$175 ﹤0.01%
20
316
$54 ﹤0.01%
4
317
$54 ﹤0.01%
15
318
– –
-1,576
319
– –
-5,423
320
– –
-138
321
– –
-17,537
322
– –
-7,928
323
– –
-70,315
324
– –
-6,150
325
– –
-44,035
10 11 12
13
14