LB

Legacy Bridge Portfolio holdings

AUM $246M
1-Year Est. Return 44.05%
This Quarter Est. Return
1 Year Est. Return
+44.05%
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 +$1.26M
3 +$1.24M
4
NVDA icon
NVIDIA
NVDA
+$525K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$496K

Top Sells

1 +$2.76M
2 +$994K
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 28.88%
2 Industrials 15.69%
3 Financials 10.83%
4 Consumer Discretionary 6.11%
5 Healthcare 6.1%