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
$171M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.5M
3
+$1.38M
4
PLTR icon
Palantir
PLTR
+$1.3M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$840K

Top Sells

1
+$1.66M
2
+$1.04M
3
+$1.02M
4
KEY icon
KeyCorp
KEY
+$1.01M
5
LLY icon
Eli Lilly
LLY
+$796K

Sector Composition

1 Technology 25.64%
2 Industrials 13.89%
3 Consumer Discretionary 10.02%
4 Financials 9.13%
5 Healthcare 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.36M 0.8%
8,638
-870
52
$1.35M 0.79%
10,781
-230
53
$1.31M 0.77%
9,109
+369
54
$1.31M 0.77%
16,400
-105
55
$1.3M 0.76%
+56,425
56
$1.3M 0.76%
1,556
57
$1.29M 0.75%
10,848
-245
58
$1.27M 0.74%
9,973
-1,118
59
$1.27M 0.74%
21,008
-273
60
$1.26M 0.74%
7,725
-45
61
$1.25M 0.73%
2,153
-11
62
$1.22M 0.71%
44,820
-240
63
$1.19M 0.7%
4,434
-20
64
$1.11M 0.65%
6,567
-892
65
$1.1M 0.64%
19,990
-650
66
$1.08M 0.63%
2,753
67
$1.08M 0.63%
5,442
-14
68
$1.04M 0.61%
2,916
-25
69
$1.03M 0.6%
13,011
-38
70
$1.03M 0.6%
3,910
-45
71
$960K 0.56%
14,023
-1,400
72
$958K 0.56%
18,571
+16,283
73
$934K 0.55%
2,986
-250
74
$929K 0.54%
5,724
-500
75
$909K 0.53%
9,658
-1,190
1 2
3
4 5