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LB

Legacy Bridge Portfolio holdings

AUM $262M
1-Year Est. Return 56.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+56.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$262M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$1.82M
3
+$1.51M
4
C icon
Citigroup
C
+$1.46M
5
EWW icon
iShares MSCI Mexico ETF
EWW
+$1.28M

Top Sells

1
+$805K
2
+$391K
3
+$205K
4
CLS icon
Celestica
CLS
+$175K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$93.4K

Sector Composition

1 Technology 26.82%
2 Industrials 18.19%
3 Financials 10.19%
4 Consumer Discretionary 5.82%
5 Healthcare 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LMT icon
126
Lockheed Martin
LMT
$127B
$325K 0.12%
537
+15
IWF icon
127
iShares Russell 1000 Growth ETF
IWF
$125B
$320K 0.12%
3,000
INTU icon
128
Intuit
INTU
$75.5B
$318K 0.12%
735
NFLX icon
129
Netflix
NFLX
$343B
$305K 0.12%
3,170
WDAY icon
130
Workday
WDAY
$32.6B
$303K 0.12%
2,329
-44
SPDW icon
131
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.4B
$301K 0.11%
6,585
MA icon
132
Mastercard
MA
$432B
$295K 0.11%
590
-20
ABT icon
133
Abbott
ABT
$157B
$287K 0.11%
2,793
-81
VO icon
134
Vanguard Mid-Cap ETF
VO
$103B
$279K 0.11%
3,888
GVAL icon
135
Cambria Global Value ETF
GVAL
$445M
$279K 0.11%
8,411
VOE icon
136
Vanguard Mid-Cap Value ETF
VOE
$22.9B
$263K 0.1%
1,425
-500
STZ icon
137
Constellation Brands
STZ
$24.5B
$258K 0.1%
1,720
-45
CARR icon
138
Carrier Global
CARR
$57.7B
$239K 0.09%
4,243
-88
IJR icon
139
iShares Core S&P Small-Cap ETF
IJR
$106B
$233K 0.09%
1,871
IJK icon
140
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.9B
$218K 0.08%
2,162
+115
SCHX icon
141
Schwab US Large- Cap ETF
SCHX
$70.7B
$216K 0.08%
8,429
SO icon
142
Southern Company
SO
$106B
$202K 0.08%
2,095
-205
VONV icon
143
Vanguard Russell 1000 Value ETF
VONV
$19.9B
$198K 0.08%
2,113
VBR icon
144
Vanguard Small-Cap Value ETF
VBR
$36.2B
$197K 0.08%
908
-190
QRVO icon
145
Qorvo
QRVO
$8.57B
$197K 0.08%
2,547
AXP icon
146
American Express
AXP
$217B
$194K 0.07%
640
-55
SCHV
147
DELISTED
Schwab US Large-Cap Value ETF
SCHV
$193K 0.07%
6,341
VTI icon
148
Vanguard Total Stock Market ETF
VTI
$645B
$192K 0.07%
600
IAU icon
149
iShares Gold Trust
IAU
$64.8B
$190K 0.07%
2,159
+80
EWU icon
150
iShares MSCI United Kingdom ETF
EWU
$3.65B
$182K 0.07%
4,000
4 5
6
7 8