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
$141M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$276K
3
+$249K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$192K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$154K

Top Sells

1
+$489K
2
+$449K
3
+$277K
4
TDTT icon
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
+$178K
5
TJX icon
TJX Companies
TJX
+$101K

Sector Composition

1 Technology 15.36%
2 Industrials 14.56%
3 Financials 13.29%
4 Healthcare 10.25%
5 Consumer Staples 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$267K 0.19%
2,865
127
$250K 0.18%
6,058
128
$247K 0.18%
647
129
$239K 0.17%
2,700
130
$236K 0.17%
13,500
131
$228K 0.16%
2,911
132
$227K 0.16%
1,610
133
$225K 0.16%
2,031
+505
134
$217K 0.15%
4,985
-149
135
$214K 0.15%
1,000
136
$211K 0.15%
4,630
137
$206K 0.15%
2,775
138
$200K 0.14%
575
139
$192K 0.14%
+500
140
$190K 0.14%
4,550
141
$181K 0.13%
1,505
-30
142
$180K 0.13%
7,464
143
$179K 0.13%
1,750
144
$171K 0.12%
365
145
$169K 0.12%
1,605
146
$156K 0.11%
1,239
147
$150K 0.11%
2,260
148
$150K 0.11%
5,210
149
$143K 0.1%
796
150
$142K 0.1%
+2,456
4 5
6
7 8