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
$80.8M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$2.3M
3
+$1.46M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$1.43M
5
MSFT icon
Microsoft
MSFT
+$1.37M

Top Sells

No sells this quarter

Sector Composition

1 Financials 25.77%
2 Industrials 10.82%
3 Technology 9.85%
4 Consumer Staples 9.14%
5 Healthcare 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$266K 0.33%
+1,014
102
$264K 0.33%
+6,996
103
$260K 0.32%
+7,800
104
$259K 0.32%
+4,960
105
$251K 0.31%
+2,311
106
$248K 0.31%
+2,970
107
$239K 0.3%
+2,655
108
$237K 0.29%
+5,175
109
$233K 0.29%
+3,108
110
$222K 0.27%
+3,204
111
$214K 0.26%
+1,600
112
$214K 0.26%
+14,469
113
$213K 0.26%
+3,751
114
$208K 0.26%
+1,589
115
$208K 0.26%
+4,561
116
$198K 0.25%
+810
117
$197K 0.24%
+4,314
118
$197K 0.24%
+4,200
119
$191K 0.24%
+4,620
120
$190K 0.24%
+760
121
$185K 0.23%
+2,961
122
$173K 0.21%
+14,475
123
$167K 0.21%
+13,500
124
$164K 0.2%
+3,440
125
$162K 0.2%
+5,137
3 4
5
6 7