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
$80.8M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$2.3M
3
+$1.46M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$1.43M
5
MSFT icon
Microsoft
MSFT
+$1.37M

Top Sells

No sells this quarter

Sector Composition

1 Financials 25.77%
2 Industrials 10.82%
3 Technology 9.85%
4 Consumer Staples 9.14%
5 Healthcare 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$738K 0.91%
+6,783
27
$709K 0.88%
+5,170
28
$706K 0.87%
+15,646
29
$701K 0.87%
+4,080
30
$682K 0.84%
+3,346
31
$682K 0.84%
+2,339
32
$680K 0.84%
+3,038
33
$677K 0.84%
+7,325
34
$671K 0.83%
+8,940
35
$671K 0.83%
+4,211
36
$660K 0.82%
+12,740
37
$660K 0.82%
+11,230
38
$643K 0.8%
+12,360
39
$633K 0.78%
+13,152
40
$632K 0.78%
+4,970
41
$629K 0.78%
+6,445
42
$607K 0.75%
+6,605
43
$606K 0.75%
+42,770
44
$597K 0.74%
+2,922
45
$585K 0.72%
+4,271
46
$576K 0.71%
+14,400
47
$575K 0.71%
+7,530
48
$566K 0.7%
+4,844
49
$566K 0.7%
+6,572
50
$534K 0.66%
+8,571
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