LB
Legacy Bridge Portfolio holdings
AUM
$211M
This Quarter Return
-5.39%
1 Year Return
+39.35%
3 Year Return
+132.27%
5 Year Return
+218%
10 Year Return
–
AUM
$171M
AUM Growth
+$171M
(-11%)
Cap. Flow
-$7.5M
Cap. Flow
% of AUM
-4.38%
Top 10 Holdings %
Top 10 Hldgs %
18.8%
Holding
315
New
4
Increased
5
Reduced
62
Closed
9
Top Buys
| 1 |
Biogen
BIIB
|
$1.25M |
| 2 |
PNC Financial Services
PNC
|
$480K |
| 3 |
Advanced Micro Devices
AMD
|
$445K |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
$245K |
| 5 |
Shell
SHEL
|
$88K |
Top Sells
| 1 |
West Bancorporation
WTBA
|
$3.51M |
| 2 |
XLNX
Xilinx Inc
XLNX
|
$992K |
| 3 |
XYZ
Block, Inc.
XYZ
|
$837K |
| 4 |
Darling Ingredients
DAR
|
$439K |
| 5 |
Edwards Lifesciences
EW
|
$389K |
Sector Composition
| 1 | Technology | 18.72% |
| 2 | Industrials | 13.15% |
| 3 | Financials | 12.92% |
| 4 | Healthcare | 9.35% |
| 5 | Consumer Staples | 6.83% |
