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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
$262M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$1.82M
3
+$1.51M
4
C icon
Citigroup
C
+$1.46M
5
EWW icon
iShares MSCI Mexico ETF
EWW
+$1.28M

Top Sells

1
+$805K
2
+$391K
3
+$205K
4
CLS icon
Celestica
CLS
+$175K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$93.4K

Sector Composition

1 Technology 26.82%
2 Industrials 18.19%
3 Financials 10.19%
4 Consumer Discretionary 5.82%
5 Healthcare 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CCJ icon
76
Cameco
CCJ
$42.2B
$1.25M 0.48%
11,518
+10
VST icon
77
Vistra
VST
$48.8B
$1.23M 0.47%
8,193
+488
VWO icon
78
Vanguard FTSE Emerging Markets ETF
VWO
$118B
$1.2M 0.46%
22,196
+3,039
ARGT icon
79
Global X MSCI Argentina ETF
ARGT
$872M
$1.19M 0.45%
+12,780
NEE icon
80
NextEra Energy
NEE
$177B
$1.18M 0.45%
12,684
+460
RIO icon
81
Rio Tinto
RIO
$165B
$1.09M 0.42%
11,680
MELI icon
82
Mercado Libre
MELI
$80.5B
$1.08M 0.41%
625
+588
TMO icon
83
Thermo Fisher Scientific
TMO
$175B
$1.04M 0.4%
2,115
-37
GEHC icon
84
GE HealthCare
GEHC
$29B
$1.03M 0.39%
14,433
-650
J icon
85
Jacobs Solutions
J
$14.8B
$1.01M 0.38%
7,897
-50
NU icon
86
Nu Holdings
NU
$57.3B
$1,000K 0.38%
69,555
+1,200
DHR icon
87
Danaher
DHR
$128B
$991K 0.38%
5,226
+65
CTRE icon
88
CareTrust REIT
CTRE
$8.94B
$956K 0.36%
26,072
-50
GS icon
89
Goldman Sachs
GS
$299B
$947K 0.36%
1,119
TJX icon
90
TJX Companies
TJX
$186B
$894K 0.34%
5,598
BSX icon
91
Boston Scientific
BSX
$70.2B
$889K 0.34%
14,162
VTWO icon
92
Vanguard Russell 2000 ETF
VTWO
$16.6B
$888K 0.34%
8,862
+930
SYK icon
93
Stryker
SYK
$116B
$884K 0.34%
2,691
-200
VOO icon
94
Vanguard S&P 500 ETF
VOO
$960B
$857K 0.33%
1,434
+170
SCHF icon
95
Schwab International Equity ETF
SCHF
$64.6B
$856K 0.33%
34,588
+2,492
PFE icon
96
Pfizer
PFE
$150B
$853K 0.33%
30,379
-80
AVAV icon
97
AeroVironment
AVAV
$9.03B
$828K 0.32%
4,522
+476
JEPI icon
98
JPMorgan Equity Premium Income ETF
JEPI
$44.3B
$827K 0.32%
14,591
+394
IWP icon
99
iShares Russell Mid-Cap Growth ETF
IWP
$19.9B
$809K 0.31%
6,317
+8
GOOGL icon
100
Alphabet (Google) Class A
GOOGL
$4.25T
$799K 0.3%
2,777
-35
2 3
4
5 6