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
$155M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.11M
3
+$1.09M
4
C icon
Citigroup
C
+$882K
5
BAC icon
Bank of America
BAC
+$785K

Top Sells

1
+$1.08M
2
+$783K
3
+$439K
4
NVDA icon
NVIDIA
NVDA
+$367K
5
NXPI icon
NXP Semiconductors
NXPI
+$194K

Sector Composition

1 Technology 17.86%
2 Financials 15.87%
3 Industrials 11.94%
4 Healthcare 8.48%
5 Consumer Discretionary 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.18M 0.77%
8,552
+725
52
$1.17M 0.76%
47,055
53
$1.17M 0.76%
5,139
-626
54
$1.14M 0.74%
15,505
55
$1.14M 0.74%
15,090
+360
56
$1.12M 0.72%
8,244
+162
57
$1.11M 0.72%
12,755
+915
58
$1.11M 0.72%
21,381
-450
59
$1.11M 0.72%
+20,315
60
$1.11M 0.72%
12,048
+1,529
61
$1.1M 0.71%
1,455
+215
62
$1.09M 0.71%
9,980
+750
63
$1.08M 0.7%
2,892
+291
64
$1.06M 0.68%
8,439
+605
65
$1.05M 0.68%
9,747
+816
66
$1.05M 0.68%
4,742
+735
67
$1.05M 0.68%
4,949
-40
68
$1.04M 0.67%
6,838
+560
69
$1.02M 0.66%
11,625
+200
70
$1.02M 0.66%
3,249
+393
71
$925K 0.6%
20,424
-168
72
$907K 0.59%
11,738
+430
73
$889K 0.58%
47,120
+2,480
74
$882K 0.57%
15,066
+631
75
$851K 0.55%
9,637
-1,050
1 2
3
4 5