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
$141M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$276K
3
+$249K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$192K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$154K

Top Sells

1
+$489K
2
+$449K
3
+$277K
4
TDTT icon
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
+$178K
5
TJX icon
TJX Companies
TJX
+$101K

Sector Composition

1 Technology 15.36%
2 Industrials 14.56%
3 Financials 13.29%
4 Healthcare 10.25%
5 Consumer Staples 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.1M 0.78%
6,950
+29
52
$1.09M 0.77%
14,762
53
$1.08M 0.77%
1,521
54
$1.06M 0.76%
9,667
+75
55
$1.06M 0.75%
4,938
56
$1.05M 0.75%
6,959
57
$1.03M 0.73%
15,730
-284
58
$1.03M 0.73%
10,275
-320
59
$1.02M 0.73%
46,785
60
$1.02M 0.72%
69,690
+1,600
61
$1.02M 0.72%
3,492
+31
62
$983K 0.7%
15,984
+284
63
$965K 0.69%
13,836
64
$895K 0.64%
17,955
65
$889K 0.63%
13,331
66
$875K 0.62%
4,842
+325
67
$842K 0.6%
2,628
68
$833K 0.59%
14,496
69
$796K 0.57%
2,578
+497
70
$792K 0.56%
17,503
-465
71
$790K 0.56%
20,256
72
$777K 0.55%
9,143
+374
73
$775K 0.55%
10,890
74
$771K 0.55%
20,334
-250
75
$770K 0.55%
2,991
-1,743
1 2
3
4 5