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
$171M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.5M
3
+$1.38M
4
PLTR icon
Palantir
PLTR
+$1.3M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$840K

Top Sells

1
+$1.66M
2
+$1.04M
3
+$1.02M
4
KEY icon
KeyCorp
KEY
+$1.01M
5
LLY icon
Eli Lilly
LLY
+$796K

Sector Composition

1 Technology 25.64%
2 Industrials 13.89%
3 Consumer Discretionary 10.02%
4 Financials 9.13%
5 Healthcare 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$867K 0.51%
12,379
77
$852K 0.5%
4,866
+10
78
$826K 0.48%
3,029
+12
79
$824K 0.48%
+18,345
80
$798K 0.47%
6,946
-846
81
$777K 0.45%
6,809
82
$762K 0.45%
11,925
-665
83
$750K 0.44%
15,277
84
$746K 0.44%
3,035
-480
85
$703K 0.41%
11,030
86
$685K 0.4%
2,428
87
$677K 0.4%
16,202
-73
88
$659K 0.39%
5,175
+508
89
$654K 0.38%
1,888
-368
90
$609K 0.36%
11,870
-550
91
$595K 0.35%
24,160
-200
92
$560K 0.33%
28,686
-384
93
$554K 0.32%
1,152
-375
94
$548K 0.32%
5,400
-300
95
$543K 0.32%
+22,297
96
$525K 0.31%
807
+20
97
$507K 0.3%
1,866
-100
98
$497K 0.29%
1,190
-275
99
$491K 0.29%
4,640
-50
100
$455K 0.27%
3,911
-630
2 3
4
5 6