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
$170M
AUM Growth
-$1.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.29M
3
+$1.27M
4
XOM icon
Exxon Mobil
XOM
+$1.04M
5
NU icon
Nu Holdings
NU
+$828K

Top Sells

1
+$1.25M
2
+$1.08M
3
+$1.08M
4
RHI icon
Robert Half
RHI
+$1.03M
5
PXD
Pioneer Natural Resource Co.
PXD
+$1.03M

Sector Composition

1 Technology 27.67%
2 Industrials 12.72%
3 Financials 9.35%
4 Consumer Discretionary 8.6%
5 Healthcare 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.79M 1.05%
9,745
+30
27
$1.79M 1.05%
33,065
28
$1.77M 1.04%
19,121
+18,357
29
$1.75M 1.03%
3,935
30
$1.73M 1.02%
8,530
31
$1.73M 1.02%
8,540
+9
32
$1.71M 1.01%
3,389
33
$1.61M 0.95%
32,596
34
$1.6M 0.94%
28,143
-335
35
$1.57M 0.93%
23,672
36
$1.57M 0.92%
5,965
+65
37
$1.53M 0.9%
4,094
+6
38
$1.51M 0.89%
2,962
+5
39
$1.49M 0.88%
12,980
+9,069
40
$1.49M 0.88%
18,379
41
$1.48M 0.87%
6,577
+10
42
$1.48M 0.87%
9,730
43
$1.48M 0.87%
9,415
44
$1.47M 0.87%
10,396
-4,300
45
$1.46M 0.86%
6,834
+14
46
$1.45M 0.86%
29,917
+26,225
47
$1.43M 0.84%
56,510
+85
48
$1.4M 0.83%
5,608
-24
49
$1.39M 0.82%
9,112
+3
50
$1.38M 0.81%
1,821
1
2
3 4 5