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
$143M
AUM Growth
+$2.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$1.03M
3
+$953K
4
ETN icon
Eaton
ETN
+$121K
5
MS icon
Morgan Stanley
MS
+$99.2K

Top Sells

1
+$1.45M
2
+$1.15M
3
+$1.1M
4
TDTT icon
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
+$466K
5
AMD icon
Advanced Micro Devices
AMD
+$363K

Sector Composition

1 Technology 18.47%
2 Industrials 15.2%
3 Financials 11.24%
4 Healthcare 8.68%
5 Consumer Staples 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.13M 0.78%
15,730
52
$1.12M 0.78%
12,893
53
$1.12M 0.78%
6,875
+6,835
54
$1.12M 0.78%
4,938
55
$1.09M 0.76%
3,242
-250
56
$1.07M 0.75%
8,249
+30
57
$1.05M 0.73%
1,571
+50
58
$1.04M 0.72%
4,254
-951
59
$1.03M 0.72%
6,959
60
$1.03M 0.72%
+82,520
61
$1.02M 0.71%
45,285
-1,500
62
$997K 0.7%
10,145
-130
63
$969K 0.68%
4,849
64
$957K 0.67%
2,628
65
$953K 0.66%
+4,665
66
$929K 0.65%
13,331
67
$927K 0.65%
5,087
+245
68
$906K 0.63%
8,770
+190
69
$902K 0.63%
10,273
+1,130
70
$894K 0.62%
14,696
+200
71
$894K 0.62%
17,680
-275
72
$892K 0.62%
3,041
+50
73
$866K 0.6%
8,454
74
$844K 0.59%
2,956
75
$818K 0.57%
20,256
1 2
3
4 5