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
$150M
AUM Growth
+$6.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$1.11M
3
+$600K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$165K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$164K

Top Sells

1
+$1.45M
2
+$531K
3
+$502K
4
BIIB icon
Biogen
BIIB
+$362K
5
SMTC icon
Semtech
SMTC
+$254K

Sector Composition

1 Technology 19.93%
2 Industrials 15.23%
3 Financials 10.7%
4 Healthcare 8.81%
5 Consumer Discretionary 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.54M 1.02%
9,758
+280
27
$1.53M 1.02%
10,850
-1,145
28
$1.52M 1.02%
64,743
-750
29
$1.52M 1.01%
37,396
30
$1.51M 1.01%
7,954
+400
31
$1.51M 1.01%
20,680
+600
32
$1.51M 1.01%
11,808
+540
33
$1.48M 0.99%
31,976
+2,685
34
$1.45M 0.97%
3,010
-200
35
$1.44M 0.96%
22,558
36
$1.41M 0.94%
2,615
37
$1.4M 0.93%
6,569
38
$1.39M 0.93%
24,724
39
$1.38M 0.92%
4,840
-1,270
40
$1.38M 0.92%
23,964
41
$1.34M 0.9%
46,810
+400
42
$1.32M 0.88%
23,740
43
$1.3M 0.87%
17,880
+2,150
44
$1.28M 0.85%
3,282
+40
45
$1.25M 0.83%
8,599
+350
46
$1.22M 0.82%
10,257
+390
47
$1.22M 0.81%
11,111
48
$1.19M 0.8%
6,875
49
$1.16M 0.78%
8,370
50
$1.15M 0.77%
2,206
+67
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2
3 4 5