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
$170M
AUM Growth
-$1.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.29M
3
+$1.27M
4
XOM icon
Exxon Mobil
XOM
+$1.04M
5
NU icon
Nu Holdings
NU
+$828K

Top Sells

1
+$1.25M
2
+$1.08M
3
+$1.08M
4
RHI icon
Robert Half
RHI
+$1.03M
5
PXD
Pioneer Natural Resource Co.
PXD
+$1.03M

Sector Composition

1 Technology 27.67%
2 Industrials 12.72%
3 Financials 9.35%
4 Consumer Discretionary 8.6%
5 Healthcare 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.35M 0.8%
8,658
+20
52
$1.3M 0.77%
10,781
53
$1.29M 0.76%
+60,825
54
$1.28M 0.76%
16,400
55
$1.28M 0.75%
16,395
+20
56
$1.27M 0.75%
21,008
57
$1.23M 0.72%
1,559
+3
58
$1.22M 0.72%
6,950
-775
59
$1.22M 0.72%
24,344
60
$1.19M 0.7%
2,143
-10
61
$1.17M 0.69%
10,848
62
$1.16M 0.69%
44,820
63
$1.15M 0.68%
9,937
-36
64
$1.13M 0.67%
5,526
+25
65
$1.08M 0.64%
14,023
66
$1.05M 0.62%
18,345
67
$1.05M 0.62%
4,429
-5
68
$1M 0.59%
18,741
+170
69
$993K 0.59%
19,890
-100
70
$992K 0.58%
2,916
71
$943K 0.56%
16,521
+10
72
$939K 0.55%
9,658
73
$854K 0.5%
15,313
+10,183
74
$848K 0.5%
65,775
+64,215
75
$844K 0.5%
11,925
1 2
3
4 5