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
$143M
AUM Growth
+$2.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$1.03M
3
+$953K
4
ETN icon
Eaton
ETN
+$121K
5
MS icon
Morgan Stanley
MS
+$99.2K

Top Sells

1
+$1.45M
2
+$1.15M
3
+$1.1M
4
TDTT icon
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
+$466K
5
AMD icon
Advanced Micro Devices
AMD
+$363K

Sector Composition

1 Technology 18.47%
2 Industrials 15.2%
3 Financials 11.24%
4 Healthcare 8.68%
5 Consumer Staples 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$506K 0.35%
5,554
102
$491K 0.34%
3,575
+250
103
$485K 0.34%
2,146
104
$482K 0.34%
11,813
105
$482K 0.34%
6,150
106
$477K 0.33%
2,488
+150
107
$471K 0.33%
6,122
108
$463K 0.32%
4,667
+50
109
$433K 0.3%
20,660
110
$407K 0.28%
4,923
-1,113
111
$404K 0.28%
6,505
112
$391K 0.27%
6,693
-750
113
$379K 0.26%
7,980
-425
114
$376K 0.26%
1,576
115
$360K 0.25%
3,556
116
$357K 0.25%
1,839
117
$349K 0.24%
782
118
$345K 0.24%
1,902
119
$333K 0.23%
4,382
+7
120
$332K 0.23%
3,200
121
$306K 0.21%
4,785
122
$291K 0.2%
1,375
-130
123
$289K 0.2%
3,895
-4
124
$281K 0.2%
13,833
125
$277K 0.19%
6,058
3 4
5
6 7