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
$141M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$276K
3
+$249K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$192K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$154K

Top Sells

1
+$489K
2
+$449K
3
+$277K
4
TDTT icon
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
+$178K
5
TJX icon
TJX Companies
TJX
+$101K

Sector Composition

1 Technology 15.36%
2 Industrials 14.56%
3 Financials 13.29%
4 Healthcare 10.25%
5 Consumer Staples 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.45M 1.03%
8,187
+688
27
$1.41M 1%
2,149
-40
28
$1.37M 0.97%
45,196
+236
29
$1.37M 0.97%
8,734
+108
30
$1.35M 0.96%
20,080
31
$1.34M 0.95%
7,704
-30
32
$1.34M 0.95%
6,336
33
$1.29M 0.92%
12,840
34
$1.28M 0.91%
15,265
+235
35
$1.26M 0.89%
12,893
36
$1.25M 0.89%
8,384
+34
37
$1.24M 0.88%
23,740
38
$1.24M 0.88%
8,280
39
$1.23M 0.87%
29,291
40
$1.23M 0.87%
24,164
+84
41
$1.22M 0.87%
9,640
-40
42
$1.2M 0.85%
7,585
43
$1.18M 0.84%
13,305
+1,420
44
$1.18M 0.84%
2,139
+91
45
$1.17M 0.83%
8,370
+171
46
$1.17M 0.83%
11,111
47
$1.16M 0.82%
2,540
+91
48
$1.16M 0.82%
11,665
+4
49
$1.15M 0.82%
5,205
50
$1.1M 0.78%
8,219
+21
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