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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
SNOW icon
101
Snowflake
SNOW
$82.6B
$770K 0.29%
5,107
+106
IJH icon
102
iShares Core S&P Mid-Cap ETF
IJH
$119B
$763K 0.29%
11,301
+608
TM icon
103
Toyota
TM
$224B
$758K 0.29%
3,678
+80
UNP icon
104
Union Pacific
UNP
$158B
$721K 0.27%
2,970
-135
NSIT icon
105
Insight Enterprises
NSIT
$3.28B
$698K 0.27%
10,415
MDLZ icon
106
Mondelez International
MDLZ
$81.8B
$678K 0.26%
11,769
COP icon
107
ConocoPhillips
COP
$146B
$666K 0.25%
5,048
-55
SCHA icon
108
Schwab U.S Small- Cap ETF
SCHA
$22.7B
$659K 0.25%
22,660
PG icon
109
Procter & Gamble
PG
$345B
$640K 0.24%
4,430
CELH icon
110
Celsius Holdings
CELH
$7.21B
$627K 0.24%
17,672
+190
TEM
111
Tempus AI
TEM
$8.68B
$597K 0.23%
13,208
+790
CME icon
112
CME Group
CME
$96.3B
$589K 0.22%
1,995
NOW icon
113
ServiceNow
NOW
$107B
$578K 0.22%
5,525
-120
WFC icon
114
Wells Fargo
WFC
$250B
$511K 0.19%
6,417
IVW icon
115
iShares S&P 500 Growth ETF
IVW
$71.8B
$493K 0.19%
4,355
+50
MCD icon
116
McDonald's
MCD
$201B
$491K 0.19%
1,581
-271
HRB icon
117
H&R Block
HRB
$4.56B
$485K 0.18%
15,265
SPY icon
118
State Street SPDR S&P 500 ETF Trust
SPY
$761B
$471K 0.18%
724
IGSB icon
119
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.3B
$441K 0.17%
8,382
ILOW
120
AB International Low Volatility Equity ETF
ILOW
$1.75B
$416K 0.16%
+9,757
WK icon
121
Workiva
WK
$2.71B
$397K 0.15%
6,664
IONQ icon
122
IonQ
IONQ
$21.1B
$389K 0.15%
13,509
+1,365
NTRS icon
123
Northern Trust
NTRS
$31B
$377K 0.14%
2,700
SGOL icon
124
abrdn Physical Gold Shares ETF
SGOL
$6.98B
$363K 0.14%
8,142
+25
CP icon
125
Canadian Pacific Kansas City
CP
$79.1B
$333K 0.13%
4,237
-202
3 4
5
6 7