LB
Legacy Bridge Portfolio holdings
AUM
$211M
This Quarter Return
+9.09%
1 Year Return
+39.35%
3 Year Return
+132.27%
5 Year Return
+218%
10 Year Return
–
AUM
$155M
AUM Growth
+$155M
(+12%)
Cap. Flow
+$6.67M
Cap. Flow
% of AUM
4.32%
Top 10 Holdings %
Top 10 Hldgs %
21.08%
Holding
297
New
5
Increased
77
Reduced
54
Closed
5
Top Buys
| 1 |
General Motors
GM
|
$1.2M |
| 2 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$1.11M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.09M |
| 4 |
Citigroup
C
|
$882K |
| 5 |
Bank of America
BAC
|
$785K |
Top Sells
| 1 |
L3Harris
LHX
|
$1.08M |
| 2 |
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
|
$783K |
| 3 |
Target
TGT
|
$439K |
| 4 |
NVIDIA
NVDA
|
$367K |
| 5 |
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% |
