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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
$262M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$1.82M
3
+$1.51M
4
C icon
Citigroup
C
+$1.46M
5
EWW icon
iShares MSCI Mexico ETF
EWW
+$1.28M

Top Sells

1
+$805K
2
+$391K
3
+$205K
4
CLS icon
Celestica
CLS
+$175K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$93.4K

Sector Composition

1 Technology 26.82%
2 Industrials 18.19%
3 Financials 10.19%
4 Consumer Discretionary 5.82%
5 Healthcare 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IEMG icon
26
iShares Core MSCI Emerging Markets ETF
IEMG
$157B
$2.37M 0.9%
33,976
+3,558
IWO icon
27
iShares Russell 2000 Growth ETF
IWO
$14.5B
$2.35M 0.9%
7,503
+171
XOM icon
28
Exxon Mobil
XOM
$613B
$2.35M 0.9%
13,835
PREF icon
29
Principal Spectrum Preferred Securities Active ETF
PREF
$1.72B
$2.33M 0.89%
123,545
-2,060
VLO icon
30
Valero Energy
VLO
$76.4B
$2.3M 0.88%
9,302
-51
VEA icon
31
Vanguard FTSE Developed Markets ETF
VEA
$228B
$2.29M 0.87%
35,796
+2,167
DE icon
32
Deere & Co
DE
$152B
$2.29M 0.87%
4,066
+125
IWM icon
33
iShares Russell 2000 ETF
IWM
$79.8B
$2.25M 0.86%
9,076
+162
BNY
34
Bank of New York Mellon
BNY
$98B
$2.24M 0.85%
18,851
+1,255
MU icon
35
Micron Technology
MU
$1.06T
$2.21M 0.84%
6,542
+1,175
PWR icon
36
Quanta Services
PWR
$101B
$2.01M 0.77%
3,666
+36
OKLO
37
Oklo
OKLO
$9.82B
$2.01M 0.77%
40,545
+2,410
LEU icon
38
Centrus Energy
LEU
$3.09B
$1.97M 0.75%
11,356
+895
VXUS icon
39
Vanguard Total International Stock ETF
VXUS
$151B
$1.96M 0.75%
25,384
+20
NBIS
40
Nebius Group N.V.
NBIS
$55.5B
$1.95M 0.74%
18,808
+813
ISRG icon
41
Intuitive Surgical
ISRG
$147B
$1.92M 0.73%
4,157
+45
IXUS icon
42
iShares Core MSCI Total International Stock ETF
IXUS
$57.7B
$1.9M 0.72%
21,933
+4,614
LOW icon
43
Lowe's Companies
LOW
$123B
$1.89M 0.72%
8,020
+105
HD icon
44
Home Depot
HD
$323B
$1.88M 0.72%
5,705
+16
WSM icon
45
Williams-Sonoma
WSM
$25.5B
$1.87M 0.71%
10,271
+350
FCX icon
46
Freeport-McMoran
FCX
$94B
$1.84M 0.7%
31,362
+1,335
IWR icon
47
iShares Russell Mid-Cap ETF
IWR
$54.9B
$1.83M 0.7%
18,854
+130
AMD icon
48
Advanced Micro Devices
AMD
$773B
$1.83M 0.7%
8,978
+1,870
CVX icon
49
Chevron
CVX
$373B
$1.81M 0.69%
8,772
-2
PANW icon
50
Palo Alto Networks
PANW
$224B
$1.8M 0.69%
11,236
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