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
$246M
AUM Growth
+$6.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1 +$1.3M
2 +$1.25M
3 +$1.04M
4
NVDA icon
NVIDIA
NVDA
+$524K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$495K

Top Sells

1 +$2.85M
2 +$922K
3 +$73.2K
4
PREF icon
Principal Spectrum Preferred Securities Active ETF
PREF
+$71.3K
5
TTE icon
TotalEnergies
TTE
+$65.6K

Sector Composition

1 Technology 28.89%
2 Industrials 15.69%
3 Financials 10.82%
4 Consumer Discretionary 6.11%
5 Healthcare 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VRSK icon
326
Verisk Analytics
VRSK
$23.8B
$8.05K ﹤0.01%
+36
CRML icon
327
Critical Metals Corp
CRML
$1.43B
$7.81K ﹤0.01%
+1,125
HIG icon
328
Hartford Financial Services
HIG
$36.2B
$7.44K ﹤0.01%
+54
BA icon
329
Boeing
BA
$170B
$7.38K ﹤0.01%
+34
LYB icon
330
LyondellBasell Industries
LYB
$20.8B
$7.32K ﹤0.01%
+169
MMM icon
331
3M
MMM
$80.2B
$7.21K ﹤0.01%
+45
MLM icon
332
Martin Marietta Materials
MLM
$34.6B
$6.85K ﹤0.01%
+11
AZO icon
333
AutoZone
AZO
$51B
$6.78K ﹤0.01%
+2
VGK icon
334
Vanguard FTSE Europe ETF
VGK
$29.9B
$6.77K ﹤0.01%
81
DUK icon
335
Duke Energy
DUK
$96.8B
$6.56K ﹤0.01%
+56
CEG icon
336
Constellation Energy
CEG
$91B
$6.36K ﹤0.01%
+18
TFC icon
337
Truist Financial
TFC
$61.3B
$6K ﹤0.01%
+122
AMT icon
338
American Tower
AMT
$90.4B
$5.97K ﹤0.01%
+34
FAST icon
339
Fastenal
FAST
$53.7B
$5.86K ﹤0.01%
+146
OTIS icon
340
Otis Worldwide
OTIS
$27B
$5.85K ﹤0.01%
+67
DG icon
341
Dollar General
DG
$22.9B
$5.84K ﹤0.01%
+44
POST icon
342
Post Holdings
POST
$4.1B
$5.75K ﹤0.01%
58
SNPS icon
343
Synopsys
SNPS
$89B
$5.64K ﹤0.01%
+12
DHI icon
344
D.R. Horton
DHI
$41.3B
$5.62K ﹤0.01%
39
+28
RCL icon
345
Royal Caribbean
RCL
$75.1B
$5.58K ﹤0.01%
+20
NSC icon
346
Norfolk Southern
NSC
$70.4B
$5.49K ﹤0.01%
+19
MSI icon
347
Motorola Solutions
MSI
$68.1B
$5.37K ﹤0.01%
+14
RKT icon
348
Rocket Companies
RKT
$35.8B
$5.32K ﹤0.01%
275
KMI icon
349
Kinder Morgan
KMI
$70.5B
$5.31K ﹤0.01%
+193
IWD icon
350
iShares Russell 1000 Value ETF
IWD
$75B
$5.26K ﹤0.01%
25