LB
Legacy Bridge Portfolio holdings
AUM
$211M
1-Year Return
39.35%
This Quarter Return
+16.67%
1 Year Return
+39.35%
3 Year Return
+132.27%
5 Year Return
+218%
10 Year Return
–
AUM
$138M
AUM Growth
+$28.4M
(+26%)
Cap. Flow
+$12M
Cap. Flow
% of AUM
8.7%
Top 10 Holdings %
Top 10 Hldgs %
21.96%
Holding
296
New
9
Increased
56
Reduced
16
Closed
4
Top Buys
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
$1.3M |
| 2 |
Johnson Controls International
JCI
|
$1.26M |
| 3 |
First Solar
FSLR
|
$1.17M |
| 4 |
NextEra Energy, Inc.
NEE
|
$1.14M |
| 5 |
Robert Half
RHI
|
$1.09M |
Top Sells
| 1 |
Phillips 66
PSX
|
$491K |
| 2 |
Cisco
CSCO
|
$336K |
| 3 |
Darling Ingredients
DAR
|
$288K |
| 4 |
Citigroup
C
|
$277K |
| 5 |
ConocoPhillips
COP
|
$210K |
Sector Composition
| 1 | Technology | 19.87% |
| 2 | Financials | 13.93% |
| 3 | Industrials | 11.63% |
| 4 | Healthcare | 8.78% |
| 5 | Consumer Staples | 8.18% |
