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
$170M
AUM Growth
-$1.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.29M
3
+$1.27M
4
XOM icon
Exxon Mobil
XOM
+$1.04M
5
NU icon
Nu Holdings
NU
+$828K

Top Sells

1
+$1.25M
2
+$1.08M
3
+$1.08M
4
RHI icon
Robert Half
RHI
+$1.03M
5
PXD
Pioneer Natural Resource Co.
PXD
+$1.03M

Sector Composition

1 Technology 27.67%
2 Industrials 12.72%
3 Financials 9.35%
4 Consumer Discretionary 8.6%
5 Healthcare 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$483K 0.28%
1,877
+11
102
$454K 0.27%
4,905
103
$449K 0.26%
891
104
$448K 0.26%
6,478
105
$432K 0.25%
2,370
106
$397K 0.23%
2,019
107
$391K 0.23%
4,970
-115
108
$370K 0.22%
6,229
109
$363K 0.21%
4,810
110
$362K 0.21%
665
+8
111
$338K 0.2%
723
112
$328K 0.19%
5,610
+10
113
$307K 0.18%
2,951
114
$298K 0.18%
2,406
115
$290K 0.17%
1,925
116
$275K 0.16%
4,363
117
$274K 0.16%
500
118
$273K 0.16%
750
119
$271K 0.16%
4,255
-1,120
120
$266K 0.16%
1,458
-60
121
$242K 0.14%
1,955
122
$240K 0.14%
545
123
$232K 0.14%
1,723
124
$229K 0.14%
1,675
125
$227K 0.13%
2,700
3 4
5
6 7