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
$171M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.5M
3
+$1.38M
4
PLTR icon
Palantir
PLTR
+$1.3M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$840K

Top Sells

1
+$1.66M
2
+$1.04M
3
+$1.02M
4
KEY icon
KeyCorp
KEY
+$1.01M
5
LLY icon
Eli Lilly
LLY
+$796K

Sector Composition

1 Technology 25.64%
2 Industrials 13.89%
3 Consumer Discretionary 10.02%
4 Financials 9.13%
5 Healthcare 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.72M 1.01%
10,187
-50
27
$1.72M 1.01%
12,112
+304
28
$1.71M 1%
8,531
-18
29
$1.68M 0.98%
4,088
+10
30
$1.65M 0.96%
28,478
+318
31
$1.64M 0.96%
32,596
+4,107
32
$1.63M 0.95%
19,164
-1,100
33
$1.61M 0.94%
9,415
34
$1.6M 0.94%
9,354
-2,149
35
$1.6M 0.93%
5,900
+1,066
36
$1.57M 0.92%
3,935
+53
37
$1.55M 0.9%
23,672
-1,963
38
$1.55M 0.9%
18,379
-181
39
$1.55M 0.9%
9,730
-1,000
40
$1.5M 0.88%
1,821
+7
41
$1.5M 0.88%
+11,012
42
$1.49M 0.87%
16,375
-705
43
$1.48M 0.87%
4,923
-51
44
$1.48M 0.87%
9,715
-3,755
45
$1.46M 0.86%
2,957
-3
46
$1.45M 0.85%
6,820
-20
47
$1.44M 0.84%
24,344
48
$1.41M 0.82%
5,632
-80
49
$1.38M 0.81%
+5,501
50
$1.37M 0.8%
16,511
-9
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2
3 4 5