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
$155M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.11M
3
+$1.09M
4
C icon
Citigroup
C
+$882K
5
BAC icon
Bank of America
BAC
+$785K

Top Sells

1
+$1.08M
2
+$783K
3
+$439K
4
NVDA icon
NVIDIA
NVDA
+$367K
5
NXPI icon
NXP Semiconductors
NXPI
+$194K

Sector Composition

1 Technology 17.86%
2 Financials 15.87%
3 Industrials 11.94%
4 Healthcare 8.48%
5 Consumer Discretionary 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$140K 0.09%
5,210
152
$138K 0.09%
3,100
153
$138K 0.09%
5,130
154
$136K 0.09%
1,255
155
$136K 0.09%
1,010
156
$129K 0.08%
470
157
$125K 0.08%
4,000
158
$125K 0.08%
757
159
$124K 0.08%
600
160
$119K 0.08%
952
161
$114K 0.07%
1,460
162
$113K 0.07%
365
-25
163
$111K 0.07%
1,505
164
$108K 0.07%
1,696
-31
165
$107K 0.07%
+767
166
$107K 0.07%
1,720
+420
167
$103K 0.07%
1,725
168
$99K 0.06%
6,150
169
$94K 0.06%
1,552
170
$92K 0.06%
650
171
$91K 0.06%
5,670
+3,630
172
$85K 0.06%
1,180
173
$82K 0.05%
800
174
$82K 0.05%
900
+550
175
$80K 0.05%
169
-25
5 6
7
8 9