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
$143M
AUM Growth
+$2.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$1.03M
3
+$953K
4
ETN icon
Eaton
ETN
+$121K
5
MS icon
Morgan Stanley
MS
+$99.2K

Top Sells

1
+$1.45M
2
+$1.15M
3
+$1.1M
4
TDTT icon
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
+$466K
5
AMD icon
Advanced Micro Devices
AMD
+$363K

Sector Composition

1 Technology 18.47%
2 Industrials 15.2%
3 Financials 11.24%
4 Healthcare 8.68%
5 Consumer Staples 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$265K 0.18%
647
127
$258K 0.18%
6,904
128
$256K 0.18%
2,406
+375
129
$255K 0.18%
13,500
130
$254K 0.18%
10,515
131
$248K 0.17%
1,895
+285
132
$246K 0.17%
2,911
133
$244K 0.17%
1,000
134
$244K 0.17%
2,775
135
$238K 0.17%
2,700
136
$213K 0.15%
2,865
137
$209K 0.15%
575
138
$206K 0.14%
500
139
$199K 0.14%
365
140
$191K 0.13%
1,750
141
$180K 0.13%
4,985
142
$179K 0.12%
4,550
143
$173K 0.12%
1,605
144
$166K 0.12%
2,381
+605
145
$166K 0.12%
1,239
146
$162K 0.11%
2,015
+495
147
$155K 0.11%
796
148
$152K 0.11%
2,456
149
$152K 0.11%
5,210
150
$151K 0.11%
2,260
4 5
6
7 8