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
$80.8M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$2.3M
3
+$1.46M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$1.43M
5
MSFT icon
Microsoft
MSFT
+$1.37M

Top Sells

No sells this quarter

Sector Composition

1 Financials 25.77%
2 Industrials 10.82%
3 Technology 9.85%
4 Consumer Staples 9.14%
5 Healthcare 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$529K 0.65%
+21,480
52
$528K 0.65%
+4,167
53
$528K 0.65%
+7,746
54
$520K 0.64%
+21,130
55
$519K 0.64%
+4,267
56
$517K 0.64%
+3,840
57
$515K 0.64%
+7,688
58
$503K 0.62%
+4,587
59
$503K 0.62%
+18,000
60
$483K 0.6%
+15,540
61
$477K 0.59%
+4,415
62
$475K 0.59%
+5,611
63
$471K 0.58%
+2,715
64
$468K 0.58%
+11,269
65
$450K 0.56%
+7,082
66
$441K 0.55%
+3,993
67
$438K 0.54%
+1,115
68
$423K 0.52%
+4,629
69
$417K 0.52%
+4,370
70
$406K 0.5%
+17,690
71
$401K 0.5%
+8,280
72
$391K 0.48%
+10,885
73
$387K 0.48%
+2,596
74
$384K 0.48%
+25,340
75
$375K 0.46%
+5,179
1 2
3
4 5