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
$171M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.5M
3
+$1.38M
4
PLTR icon
Palantir
PLTR
+$1.3M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$840K

Top Sells

1
+$1.66M
2
+$1.04M
3
+$1.02M
4
KEY icon
KeyCorp
KEY
+$1.01M
5
LLY icon
Eli Lilly
LLY
+$796K

Sector Composition

1 Technology 25.64%
2 Industrials 13.89%
3 Consumer Discretionary 10.02%
4 Financials 9.13%
5 Healthcare 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$262K 0.15%
545
-30
127
$257K 0.15%
1,955
128
$254K 0.15%
4,363
-166
129
$253K 0.15%
750
130
$249K 0.15%
1,675
-164
131
$240K 0.14%
2,700
132
$214K 0.13%
4,235
133
$206K 0.12%
2,365
134
$203K 0.12%
940
135
$191K 0.11%
365
136
$190K 0.11%
1,277
-200
137
$189K 0.11%
2,375
138
$189K 0.11%
1,606
139
$188K 0.11%
796
140
$182K 0.11%
2,320
+60
141
$180K 0.11%
1,633
+90
142
$180K 0.11%
8,411
143
$174K 0.1%
3,692
+1,947
144
$170K 0.1%
8,000
-5,500
145
$169K 0.1%
3,000
146
$168K 0.1%
3,620
-1,300
147
$167K 0.1%
2,456
148
$167K 0.1%
8,055
+1,515
149
$166K 0.1%
5,210
150
$156K 0.09%
600
4 5
6
7 8