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
$155M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.11M
3
+$1.09M
4
C icon
Citigroup
C
+$882K
5
BAC icon
Bank of America
BAC
+$785K

Top Sells

1
+$1.08M
2
+$783K
3
+$439K
4
NVDA icon
NVIDIA
NVDA
+$367K
5
NXPI icon
NXP Semiconductors
NXPI
+$194K

Sector Composition

1 Technology 17.86%
2 Financials 15.87%
3 Industrials 11.94%
4 Healthcare 8.48%
5 Consumer Discretionary 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$509K 0.33%
2,901
-140
102
$508K 0.33%
3,566
-1,034
103
$505K 0.33%
4,900
-120
104
$499K 0.32%
2,190
-20
105
$492K 0.32%
2,193
+148
106
$491K 0.32%
7,425
107
$483K 0.31%
4,031
108
$460K 0.3%
1,562
109
$435K 0.28%
16,375
110
$419K 0.27%
6,809
111
$416K 0.27%
1,126
-13
112
$385K 0.25%
1,485
+650
113
$384K 0.25%
9,217
-212
114
$377K 0.24%
10,416
+725
115
$375K 0.24%
3,579
+1,422
116
$373K 0.24%
5,730
+200
117
$327K 0.21%
5,904
+950
118
$319K 0.21%
14,625
119
$319K 0.21%
1,877
-57
120
$318K 0.21%
830
+200
121
$315K 0.2%
10,000
122
$306K 0.2%
1,862
-37
123
$306K 0.2%
13,833
124
$298K 0.19%
4,000
125
$294K 0.19%
3,904
-155
3 4
5
6 7