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
$150M
AUM Growth
+$6.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$1.11M
3
+$600K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$165K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$164K

Top Sells

1
+$1.45M
2
+$531K
3
+$502K
4
BIIB icon
Biogen
BIIB
+$362K
5
SMTC icon
Semtech
SMTC
+$254K

Sector Composition

1 Technology 19.93%
2 Industrials 15.23%
3 Financials 10.7%
4 Healthcare 8.81%
5 Consumer Discretionary 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$271K 0.18%
5,458
-600
127
$269K 0.18%
5,150
+3,150
128
$266K 0.18%
1,925
+965
129
$258K 0.17%
2,775
130
$254K 0.17%
1,895
131
$251K 0.17%
1,518
+900
132
$250K 0.17%
3,739
-643
133
$248K 0.17%
13,500
134
$231K 0.15%
2,596
-315
135
$228K 0.15%
2,590
+575
136
$226K 0.15%
575
137
$225K 0.15%
5,150
+600
138
$223K 0.15%
500
139
$206K 0.14%
750
-250
140
$202K 0.14%
3,880
141
$201K 0.13%
1,733
-17
142
$200K 0.13%
2,700
143
$198K 0.13%
2,865
144
$172K 0.11%
365
145
$171K 0.11%
1,605
146
$167K 0.11%
2,381
147
$164K 0.11%
796
148
$156K 0.1%
2,260
149
$155K 0.1%
5,210
150
$154K 0.1%
2,456
4 5
6
7 8