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LB
Legacy Bridge Portfolio holdings
AUM
$262M
1-Year Est. Return
56.69%
This Fund
S&P 500
1 Year Est. Return
+56.69%
AUM
$262M
AUM Growth
+$15.8M
(+6.4%)
Holding
482
Top Buys
| 1 | +$2.66M | |
| 2 | +$1.82M | |
| 3 | +$1.51M | |
| 4 |
Citigroup
C
|
+$1.46M |
| 5 |
iShares MSCI Mexico ETF
EWW
|
+$1.28M |
Top Sells
| 1 | +$805K | |
| 2 | +$391K | |
| 3 | +$205K | |
| 4 |
Celestica
CLS
|
+$175K |
| 5 |
Vanguard Mid-Cap Value ETF
VOE
|
+$93.4K |
Sector Composition
| 1 | Technology | 26.82% |
| 2 | Industrials | 18.19% |
| 3 | Financials | 10.19% |
| 4 | Consumer Discretionary | 5.82% |
| 5 | Healthcare | 4.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
476
Royal Caribbean
RCL
$75.5B
| – | – |
-20
|
|
||
477
Regeneron Pharmaceuticals
REGN
$64.4B
| – | – |
-4
|
|
||
478
Ralph Lauren
RL
$23.2B
| – | – |
-3
|
|
||
479
ResMed
RMD
$28.1B
| – | – |
-44
|
|
||
480
Roper Technologies
ROP
$33.7B
| – | – |
-6
|
|
||
481
Ross Stores
ROST
$76.5B
| – | – |
-65
|
|
||
|
SCHW
482
DELISTED
Charles Schwab
SCHW
| – | – |
-115
|
|