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LB

Legacy Bridge Portfolio holdings

AUM $262M
1-Year Est. Return 56.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+56.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$262M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$1.82M
3
+$1.51M
4
C icon
Citigroup
C
+$1.46M
5
EWW icon
iShares MSCI Mexico ETF
EWW
+$1.28M

Top Sells

1
+$805K
2
+$391K
3
+$205K
4
CLS icon
Celestica
CLS
+$175K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$93.4K

Sector Composition

1 Technology 26.82%
2 Industrials 18.19%
3 Financials 10.19%
4 Consumer Discretionary 5.82%
5 Healthcare 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QQQ icon
151
Invesco QQQ Trust
QQQ
$471B
$180K 0.07%
311
+85
VOT icon
152
Vanguard Mid-Cap Growth ETF
VOT
$18.8B
$169K 0.06%
656
BIIB icon
153
Biogen
BIIB
$29.5B
$161K 0.06%
880
-30
RSPH icon
154
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$655M
$157K 0.06%
5,210
IJJ icon
155
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.6B
$157K 0.06%
1,185
VOOV icon
156
Vanguard S&P 500 Value ETF
VOOV
$6.43B
$154K 0.06%
757
IVE icon
157
iShares S&P 500 Value ETF
IVE
$47.6B
$154K 0.06%
729
VBK icon
158
Vanguard Small-Cap Growth ETF
VBK
$23.3B
$152K 0.06%
502
NVTS icon
159
Navitas Semiconductor
NVTS
$5.09B
$148K 0.06%
16,900
VUG icon
160
Vanguard Growth ETF
VUG
$219B
$137K 0.05%
1,884
PRU icon
161
Prudential Financial
PRU
$36.9B
$137K 0.05%
1,400
VTV icon
162
Vanguard Value ETF
VTV
$181B
$130K 0.05%
662
+141
IREN icon
163
Iris Energy
IREN
$19.7B
$129K 0.05%
3,775
+2,425
VTIP icon
164
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$18.9B
$129K 0.05%
2,588
CVS icon
165
CVS Health
CVS
$127B
$127K 0.05%
1,775
-143
ULTA icon
166
Ulta Beauty
ULTA
$20.7B
$125K 0.05%
240
-25
CASY icon
167
Casey's General Stores
CASY
$33.7B
$124K 0.05%
171
CRWD icon
168
CrowdStrike
CRWD
$176B
$122K 0.05%
313
+3
UPS icon
169
United Parcel Service
UPS
$91.1B
$121K 0.05%
1,229
-130
KNX icon
170
Knight Transportation
KNX
$13.3B
$119K 0.05%
2,065
-100
VEU icon
171
Vanguard FTSE All-World ex-US ETF
VEU
$65.8B
$117K 0.04%
1,552
SCHG icon
172
Schwab US Large-Cap Growth ETF
SCHG
$57.9B
$117K 0.04%
4,000
MPC icon
173
Marathon Petroleum
MPC
$77.1B
$114K 0.04%
465
-58
ALAB icon
174
Astera Labs
ALAB
$60.2B
$113K 0.04%
1,030
SCHO icon
175
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$112K 0.04%
4,600
5 6
7
8 9