LB

Legacy Bridge Portfolio holdings

AUM $262M
1-Year Est. Return 56.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+56.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$246M
AUM Growth
+$6.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$1.25M
3
+$1.04M
4
NVDA icon
NVIDIA
NVDA
+$524K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$495K

Top Sells

1
+$2.85M
2
+$922K
3
+$73.2K
4
PREF icon
Principal Spectrum Preferred Securities Active ETF
PREF
+$71.3K
5
TTE icon
TotalEnergies
TTE
+$65.6K

Sector Composition

1 Technology 28.89%
2 Industrials 15.69%
3 Financials 10.82%
4 Consumer Discretionary 6.11%
5 Healthcare 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PWR icon
51
Quanta Services
PWR
$104B
$1.53M 0.62%
3,630
+132
MU icon
52
Micron Technology
MU
$974B
$1.53M 0.62%
5,367
+4,545
NXPI icon
53
NXP Semiconductors
NXPI
$74.7B
$1.53M 0.62%
7,041
FCX icon
54
Freeport-McMoran
FCX
$91.1B
$1.53M 0.62%
30,027
+515
VLO icon
55
Valero Energy
VLO
$76B
$1.52M 0.62%
9,353
-59
AMD icon
56
Advanced Micro Devices
AMD
$760B
$1.52M 0.62%
7,108
+5,800
NBIS
57
Nebius Group N.V.
NBIS
$57.8B
$1.51M 0.61%
17,995
+535
META icon
58
Meta Platforms (Facebook)
META
$1.51T
$1.51M 0.61%
2,281
+367
EFA icon
59
iShares MSCI EAFE ETF
EFA
$75.5B
$1.5M 0.61%
15,634
IXUS icon
60
iShares Core MSCI Total International Stock ETF
IXUS
$56.4B
$1.47M 0.6%
17,319
+14,863
DLR icon
61
Digital Realty Trust
DLR
$65.6B
$1.46M 0.59%
9,409
+74
SCHM icon
62
Schwab US Mid-Cap ETF
SCHM
$14.4B
$1.44M 0.58%
47,846
NFG icon
63
National Fuel Gas
NFG
$7.36B
$1.44M 0.58%
17,927
+132
XBI icon
64
State Street SPDR S&P Biotech ETF
XBI
$7.83B
$1.38M 0.56%
11,299
+845
BSX icon
65
Boston Scientific
BSX
$72.2B
$1.35M 0.55%
14,162
+139
FITB
66
Fifth Third Bancorp
FITB
$47.1B
$1.34M 0.54%
28,645
+1,703
TMUS icon
67
T-Mobile US
TMUS
$193B
$1.34M 0.54%
6,597
+37
CVX icon
68
Chevron
CVX
$373B
$1.34M 0.54%
8,774
+21
EQIX icon
69
Equinix
EQIX
$107B
$1.33M 0.54%
1,730
+11
TMO icon
70
Thermo Fisher Scientific
TMO
$176B
$1.25M 0.51%
2,152
VST icon
71
Vistra
VST
$50.2B
$1.24M 0.5%
7,705
+15
GEHC icon
72
GE HealthCare
GEHC
$29.4B
$1.24M 0.5%
15,083
-117
DHR icon
73
Danaher
DHR
$130B
$1.18M 0.48%
5,161
-32
NXT icon
74
Nextpower Inc
NXT
$19.8B
$1.17M 0.48%
13,470
+200
NU icon
75
Nu Holdings
NU
$58.2B
$1.14M 0.46%
68,355
-300
1 2
3
4 5