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
$173M
AUM Growth
-$3.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$743K
3
+$203K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$186K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$115K

Top Sells

1
+$1.96M
2
+$1.3M
3
+$1.07M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$290K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$290K

Sector Composition

1 Technology 19.13%
2 Financials 16.53%
3 Industrials 11.96%
4 Healthcare 8.16%
5 Consumer Staples 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.27M 0.73%
15,416
52
$1.26M 0.73%
1,508
+13
53
$1.24M 0.72%
5,182
+174
54
$1.24M 0.71%
9,592
55
$1.24M 0.71%
15,839
56
$1.23M 0.71%
5,195
57
$1.21M 0.7%
12,705
-50
58
$1.21M 0.7%
7,499
-260
59
$1.21M 0.69%
7,121
+75
60
$1.2M 0.69%
15,330
+240
61
$1.2M 0.69%
28,140
-700
62
$1.2M 0.69%
46,785
-270
63
$1.19M 0.68%
4,755
-10
64
$1.15M 0.66%
8,244
65
$1.15M 0.66%
10,111
66
$1.14M 0.66%
25,630
-90
67
$1.12M 0.65%
20,505
+190
68
$1.12M 0.64%
13,992
+840
69
$1.11M 0.64%
15,400
70
$1.1M 0.63%
2,788
-4
71
$1.1M 0.63%
10,192
+20
72
$1.09M 0.63%
20,695
-200
73
$1.08M 0.62%
5,205
74
$1.07M 0.62%
8,404
+120
75
$1.06M 0.61%
2,628
+56
1 2
3
4 5