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
$173M
AUM Growth
-$3.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$743K
3
+$203K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$186K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$115K

Top Sells

1
+$1.96M
2
+$1.3M
3
+$1.07M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$290K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$290K

Sector Composition

1 Technology 19.13%
2 Financials 16.53%
3 Industrials 11.96%
4 Healthcare 8.16%
5 Consumer Staples 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.58M 0.91%
4,720
+12
27
$1.58M 0.91%
7,790
-540
28
$1.58M 0.91%
6,059
+62
29
$1.57M 0.91%
31,191
30
$1.55M 0.89%
10,725
31
$1.53M 0.88%
8,835
32
$1.51M 0.87%
7,705
33
$1.48M 0.85%
2,592
+50
34
$1.47M 0.85%
18,785
+25
35
$1.46M 0.84%
5,945
36
$1.44M 0.83%
8,760
+240
37
$1.42M 0.82%
+4,814
38
$1.39M 0.8%
3,544
+30
39
$1.38M 0.79%
6,175
-160
40
$1.36M 0.79%
15,115
+290
41
$1.35M 0.78%
8,278
+390
42
$1.35M 0.78%
4,984
+60
43
$1.34M 0.78%
15,170
44
$1.32M 0.76%
18,778
+77
45
$1.32M 0.76%
22,263
-1,225
46
$1.31M 0.76%
7,852
+165
47
$1.3M 0.75%
8,721
+214
48
$1.29M 0.74%
11,775
+241
49
$1.28M 0.74%
9,104
-533
50
$1.27M 0.73%
6,635
+122
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