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
$171M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.5M
3
+$1.38M
4
PLTR icon
Palantir
PLTR
+$1.3M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$840K

Top Sells

1
+$1.66M
2
+$1.04M
3
+$1.02M
4
KEY icon
KeyCorp
KEY
+$1.01M
5
LLY icon
Eli Lilly
LLY
+$796K

Sector Composition

1 Technology 25.64%
2 Industrials 13.89%
3 Consumer Discretionary 10.02%
4 Financials 9.13%
5 Healthcare 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$452K 0.26%
4,810
102
$448K 0.26%
5,085
-259
103
$435K 0.25%
2,019
-250
104
$433K 0.25%
891
+41
105
$414K 0.24%
4,905
+35
106
$397K 0.23%
6,478
-37
107
$361K 0.21%
6,229
108
$358K 0.21%
2,370
-980
109
$357K 0.21%
3,741
-402
110
$344K 0.2%
657
+10
111
$340K 0.2%
5,600
+275
112
$335K 0.2%
2,951
113
$329K 0.19%
723
-27
114
$329K 0.19%
5,375
-900
115
$317K 0.19%
2,406
116
$312K 0.18%
6,250
-50
117
$300K 0.18%
1,925
118
$300K 0.18%
10,813
119
$296K 0.17%
1,723
120
$291K 0.17%
1,518
121
$289K 0.17%
6,380
-435
122
$277K 0.16%
1,448
123
$271K 0.16%
3,145
124
$265K 0.15%
5,130
-20
125
$263K 0.15%
500
3 4
5
6 7