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
$186M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.58M
3
+$1.29M
4
NFG icon
National Fuel Gas
NFG
+$1.07M
5
BK icon
Bank of New York Mellon
BK
+$1.04M

Top Sells

1
+$945K
2
+$634K
3
+$363K
4
TM icon
Toyota
TM
+$296K
5
MSFT icon
Microsoft
MSFT
+$293K

Sector Composition

1 Technology 25.11%
2 Industrials 14.01%
3 Financials 10.47%
4 Consumer Discretionary 8.08%
5 Healthcare 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.91M 1.03%
32,890
-175
27
$1.89M 1.02%
19,129
+8
28
$1.88M 1.01%
8,525
-5
29
$1.84M 0.99%
23,672
30
$1.82M 0.98%
7,570
31
$1.8M 0.97%
8,535
-5
32
$1.74M 0.94%
32,971
+375
33
$1.74M 0.93%
2,968
+6
34
$1.73M 0.93%
10,162
-25
35
$1.71M 0.92%
4,086
-8
36
$1.69M 0.91%
5,965
37
$1.66M 0.9%
1,995
38
$1.64M 0.89%
6,592
+15
39
$1.62M 0.87%
1,829
+8
40
$1.62M 0.87%
9,730
41
$1.61M 0.87%
10,396
42
$1.59M 0.86%
18,039
-340
43
$1.58M 0.85%
+6,206
44
$1.55M 0.84%
5,593
-15
45
$1.55M 0.83%
9,250
-495
46
$1.52M 0.82%
13,005
+25
47
$1.52M 0.82%
16,210
-185
48
$1.5M 0.81%
30,007
+90
49
$1.48M 0.79%
9,122
+10
50
$1.47M 0.79%
1,551
-8
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2
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