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
$155M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.11M
3
+$1.09M
4
C icon
Citigroup
C
+$882K
5
BAC icon
Bank of America
BAC
+$785K

Top Sells

1
+$1.08M
2
+$783K
3
+$439K
4
NVDA icon
NVIDIA
NVDA
+$367K
5
NXPI icon
NXP Semiconductors
NXPI
+$194K

Sector Composition

1 Technology 17.86%
2 Financials 15.87%
3 Industrials 11.94%
4 Healthcare 8.48%
5 Consumer Discretionary 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$789K 0.51%
2,572
-52
77
$782K 0.51%
3,858
-50
78
$772K 0.5%
13,272
+2,215
79
$751K 0.49%
2,720
+250
80
$750K 0.49%
10,875
+800
81
$750K 0.49%
3,405
+560
82
$704K 0.46%
2,890
+300
83
$681K 0.44%
2,666
-56
84
$681K 0.44%
4,817
+529
85
$681K 0.44%
8,770
+510
86
$667K 0.43%
8,594
87
$666K 0.43%
12,402
-2,874
88
$656K 0.42%
12,695
-400
89
$627K 0.41%
4,720
90
$623K 0.4%
5,030
-125
91
$615K 0.4%
2,330
-30
92
$614K 0.4%
6,014
93
$589K 0.38%
4,180
+400
94
$586K 0.38%
31,170
95
$572K 0.37%
2,391
+535
96
$569K 0.37%
1,562
97
$535K 0.35%
2,618
+250
98
$525K 0.34%
21,060
99
$523K 0.34%
13,542
+1,425
100
$513K 0.33%
1,568
-26
2 3
4
5 6