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
$155M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.11M
3
+$1.09M
4
C icon
Citigroup
C
+$882K
5
BAC icon
Bank of America
BAC
+$785K

Top Sells

1
+$1.08M
2
+$783K
3
+$439K
4
NVDA icon
NVIDIA
NVDA
+$367K
5
NXPI icon
NXP Semiconductors
NXPI
+$194K

Sector Composition

1 Technology 17.86%
2 Financials 15.87%
3 Industrials 11.94%
4 Healthcare 8.48%
5 Consumer Discretionary 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.54M 1%
63,735
27
$1.54M 1%
8,437
-212
28
$1.52M 0.98%
14,680
-60
29
$1.5M 0.97%
6,448
+742
30
$1.47M 0.95%
17,620
+1,193
31
$1.43M 0.92%
4,050
+275
32
$1.36M 0.88%
18,410
+3,400
33
$1.36M 0.88%
18,701
+12,135
34
$1.36M 0.88%
17,390
35
$1.34M 0.87%
8,660
-1,200
36
$1.34M 0.86%
27,670
+1,970
37
$1.33M 0.86%
3,589
+255
38
$1.32M 0.85%
7,146
-25
39
$1.3M 0.84%
5,740
+520
40
$1.3M 0.84%
6,145
-100
41
$1.29M 0.84%
9,752
+509
42
$1.27M 0.83%
7,759
+229
43
$1.27M 0.82%
15,416
+13,165
44
$1.23M 0.8%
11,534
45
$1.23M 0.8%
6,158
+209
46
$1.22M 0.79%
16,137
+2,305
47
$1.21M 0.78%
4,865
-75
48
$1.2M 0.78%
+20,895
49
$1.19M 0.77%
26,090
+2,360
50
$1.19M 0.77%
2,599
+250
1
2
3 4 5