LB
Legacy Bridge Portfolio holdings
AUM
$211M
This Quarter Return
-2.3%
1 Year Return
+39.35%
3 Year Return
+132.27%
5 Year Return
+218%
10 Year Return
–
AUM
$140M
AUM Growth
+$140M
(-6.4%)
Cap. Flow
-$4.94M
Cap. Flow
% of AUM
-3.52%
Top 10 Holdings %
Top 10 Hldgs %
18.72%
Holding
294
New
2
Increased
16
Reduced
48
Closed
6
Top Buys
| 1 |
GE HealthCare
GEHC
|
$1.17M |
| 2 |
Intuitive Surgical
ISRG
|
$1.08M |
| 3 |
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
|
$128K |
| 4 |
Broadcom
AVGO
|
$101K |
| 5 |
Costco
COST
|
$42.4K |
Top Sells
| 1 |
RTX Corp
RTX
|
$1.97M |
| 2 |
Biogen
BIIB
|
$1M |
| 3 |
Micron Technology
MU
|
$768K |
| 4 |
Advanced Micro Devices
AMD
|
$722K |
| 5 |
Dollar General
DG
|
$383K |
Sector Composition
| 1 | Technology | 19.43% |
| 2 | Industrials | 14.05% |
| 3 | Financials | 10.64% |
| 4 | Healthcare | 9.99% |
| 5 | Consumer Discretionary | 8.77% |
