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
$138M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$1.26M
3
+$1.17M
4
NEE icon
NextEra Energy
NEE
+$1.14M
5
RHI icon
Robert Half
RHI
+$1.09M

Top Sells

1
+$491K
2
+$336K
3
+$288K
4
C icon
Citigroup
C
+$277K
5
COP icon
ConocoPhillips
COP
+$210K

Sector Composition

1 Technology 19.87%
2 Financials 13.93%
3 Industrials 11.63%
4 Healthcare 8.78%
5 Consumer Staples 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.37M 0.99%
5,145
+275
27
$1.37M 0.99%
6,245
+315
28
$1.36M 0.99%
6,961
+400
29
$1.3M 0.94%
7,171
+850
30
$1.29M 0.94%
14,740
31
$1.26M 0.91%
+27,005
32
$1.25M 0.91%
5,765
-217
33
$1.22M 0.88%
5,220
34
$1.21M 0.87%
4,482
+567
35
$1.19M 0.86%
7,530
+825
36
$1.18M 0.86%
4,940
+600
37
$1.17M 0.85%
5,949
+338
38
$1.17M 0.85%
+11,840
39
$1.17M 0.85%
3,334
40
$1.14M 0.82%
+14,730
41
$1.13M 0.82%
8,082
+895
42
$1.11M 0.8%
4,989
+627
43
$1.1M 0.8%
23,730
+1,500
44
$1.09M 0.79%
2,349
+53
45
$1.09M 0.79%
21,831
46
$1.09M 0.79%
+17,390
47
$1.08M 0.78%
5,704
48
$1.07M 0.77%
47,055
49
$1.06M 0.77%
7,834
+492
50
$1.04M 0.75%
5,706
+1,250
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2
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