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
126
$284K 0.18%
2,700
127
$277K 0.18%
5,230
+2,025
128
$276K 0.18%
697
129
$274K 0.18%
4,570
130
$274K 0.18%
10,680
131
$267K 0.17%
5,056
-112
132
$250K 0.16%
5,923
-95
133
$243K 0.16%
1,000
134
$233K 0.15%
2,200
135
$221K 0.14%
13,500
136
$215K 0.14%
1,684
+418
137
$212K 0.14%
595
+200
138
$211K 0.14%
1,405
139
$205K 0.13%
4,850
140
$202K 0.13%
1,000
141
$198K 0.13%
2,896
-109
142
$188K 0.12%
4,817
143
$187K 0.12%
1,245
-87
144
$177K 0.11%
826
+20
145
$161K 0.1%
2,250
+2,210
146
$158K 0.1%
1,760
147
$156K 0.1%
2,786
+745
148
$154K 0.1%
1,300
149
$145K 0.09%
+2,180
150
$141K 0.09%
1,000
4 5
6
7 8