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LB

Legacy Bridge Portfolio holdings

AUM $262M
1-Year Est. Return 56.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+56.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$262M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$1.82M
3
+$1.51M
4
C icon
Citigroup
C
+$1.46M
5
EWW icon
iShares MSCI Mexico ETF
EWW
+$1.28M

Top Sells

1
+$805K
2
+$391K
3
+$205K
4
CLS icon
Celestica
CLS
+$175K
5
VOE icon
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
IWN icon
51
iShares Russell 2000 Value ETF
IWN
$13.9B
$1.77M 0.68%
9,335
NFG icon
52
National Fuel Gas
NFG
$7.41B
$1.73M 0.66%
18,457
+530
EQIX icon
53
Equinix
EQIX
$103B
$1.69M 0.65%
1,727
-3
DLR icon
54
Digital Realty Trust
DLR
$63.4B
$1.69M 0.64%
9,384
-25
NXT icon
55
Nextpower Inc
NXT
$17.6B
$1.62M 0.62%
13,470
HPE icon
56
Hewlett Packard
HPE
$59.8B
$1.61M 0.62%
67,805
+1,300
ESE icon
57
ESCO Technologies
ESE
$8.06B
$1.6M 0.61%
5,688
+459
IWS icon
58
iShares Russell Mid-Cap Value ETF
IWS
$15.2B
$1.6M 0.61%
10,950
AXON icon
59
Axon Enterprise
AXON
$35.3B
$1.57M 0.6%
3,698
+45
WDC icon
60
Western Digital
WDC
$175B
$1.57M 0.6%
+5,790
NDAQ icon
61
Nasdaq
NDAQ
$48.8B
$1.55M 0.59%
18,295
+20
EFA icon
62
iShares MSCI EAFE ETF
EFA
$75.8B
$1.53M 0.58%
15,749
+115
C icon
63
Citigroup
C
$231B
$1.51M 0.58%
13,294
+12,813
TSCO icon
64
Tractor Supply
TSCO
$16.2B
$1.49M 0.57%
32,790
+300
SCHM icon
65
Schwab US Mid-Cap ETF
SCHM
$14.5B
$1.48M 0.56%
47,846
MS icon
66
Morgan Stanley
MS
$329B
$1.45M 0.55%
8,837
-30
XBI icon
67
State Street SPDR S&P Biotech ETF
XBI
$7.98B
$1.43M 0.55%
11,209
-90
BLK icon
68
Blackrock
BLK
$157B
$1.42M 0.54%
1,481
+32
CRDO icon
69
Credo Technology Group
CRDO
$47.8B
$1.4M 0.53%
+14,935
FITB
70
Fifth Third Bancorp
FITB
$47.9B
$1.4M 0.53%
30,105
+1,460
TMUS icon
71
T-Mobile US
TMUS
$202B
$1.39M 0.53%
6,597
META icon
72
Meta Platforms (Facebook)
META
$1.43T
$1.37M 0.52%
2,393
+112
NXPI icon
73
NXP Semiconductors
NXPI
$74B
$1.33M 0.51%
6,751
-290
EWW icon
74
iShares MSCI Mexico ETF
EWW
$2B
$1.28M 0.49%
+16,995
QCOM icon
75
Qualcomm
QCOM
$206B
$1.25M 0.48%
9,726
-55
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3
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