LB
Legacy Bridge Portfolio holdings
AUM
$211M
This Quarter Return
+3.84%
1 Year Return
+39.35%
3 Year Return
+132.27%
5 Year Return
+218%
10 Year Return
–
AUM
$104M
AUM Growth
+$104M
(+6.9%)
Cap. Flow
+$3.69M
Cap. Flow
% of AUM
3.56%
Top 10 Holdings %
Top 10 Hldgs %
25.39%
Holding
318
New
12
Increased
34
Reduced
9
Closed
18
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$929K |
| 2 |
Cisco
CSCO
|
$768K |
| 3 |
Walt Disney
DIS
|
$635K |
| 4 |
Qorvo
QRVO
|
$566K |
| 5 |
Palo Alto Networks
PANW
|
$328K |
Top Sells
| 1 |
Boeing
BA
|
$827K |
| 2 |
3M
MMM
|
$404K |
| 3 |
DuPont de Nemours
DD
|
$269K |
| 4 |
Wheaton Precious Metals
WPM
|
$54K |
| 5 |
TIER
TIER REIT, Inc.
TIER
|
$38K |
Sector Composition
| 1 | Financials | 23.11% |
| 2 | Technology | 13.79% |
| 3 | Industrials | 10.12% |
| 4 | Consumer Staples | 8.5% |
| 5 | Healthcare | 7.62% |
