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
$143M
AUM Growth
+$2.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$1.03M
3
+$953K
4
ETN icon
Eaton
ETN
+$121K
5
MS icon
Morgan Stanley
MS
+$99.2K

Top Sells

1
+$1.45M
2
+$1.15M
3
+$1.1M
4
TDTT icon
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
+$466K
5
AMD icon
Advanced Micro Devices
AMD
+$363K

Sector Composition

1 Technology 18.47%
2 Industrials 15.2%
3 Financials 11.24%
4 Healthcare 8.68%
5 Consumer Staples 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$817K 0.57%
16,144
+160
77
$805K 0.56%
17,173
-330
78
$802K 0.56%
20,334
79
$796K 0.56%
2,578
80
$791K 0.55%
7,792
81
$784K 0.55%
3,486
82
$761K 0.53%
11,090
+200
83
$738K 0.51%
14,753
+500
84
$735K 0.51%
3,650
85
$734K 0.51%
12,170
86
$711K 0.5%
7,096
87
$684K 0.48%
5,110
88
$679K 0.47%
2,428
+100
89
$673K 0.47%
38,670
90
$645K 0.45%
2,256
91
$623K 0.43%
3,017
92
$622K 0.43%
2,955
-15
93
$590K 0.41%
4,810
94
$581K 0.41%
9,140
95
$558K 0.39%
15,837
+1,040
96
$551K 0.38%
10,535
97
$550K 0.38%
1,462
98
$536K 0.37%
1,640
99
$525K 0.37%
1,110
100
$514K 0.36%
4,691
+150
2 3
4
5 6