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
$143M
AUM Growth
+$2.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$1.03M
3
+$953K
4
ETN icon
Eaton
ETN
+$121K
5
MS icon
Morgan Stanley
MS
+$99.2K

Top Sells

1
+$1.45M
2
+$1.15M
3
+$1.1M
4
TDTT icon
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
+$466K
5
AMD icon
Advanced Micro Devices
AMD
+$363K

Sector Composition

1 Technology 18.47%
2 Industrials 15.2%
3 Financials 11.24%
4 Healthcare 8.68%
5 Consumer Staples 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.53M 1.06%
25,346
+145
27
$1.52M 1.06%
3,210
-100
28
$1.47M 1.02%
6,569
29
$1.45M 1.02%
8,784
+400
30
$1.41M 0.99%
7,585
31
$1.4M 0.98%
20,080
32
$1.39M 0.97%
4,033
+50
33
$1.37M 0.96%
7,704
34
$1.37M 0.96%
13,180
-125
35
$1.37M 0.95%
24,724
-20,825
36
$1.34M 0.94%
23,740
37
$1.33M 0.93%
46,410
+500
38
$1.32M 0.92%
29,291
39
$1.3M 0.91%
2,615
+75
40
$1.29M 0.9%
6,336
41
$1.29M 0.9%
23,964
-200
42
$1.29M 0.9%
9,250
-390
43
$1.26M 0.88%
9,867
+200
44
$1.23M 0.86%
2,139
45
$1.21M 0.85%
8,370
46
$1.19M 0.83%
14,762
47
$1.18M 0.82%
11,111
48
$1.18M 0.82%
15,265
49
$1.13M 0.79%
11,665
50
$1.13M 0.79%
11,268
-2,568
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