LB

Legacy Bridge Portfolio holdings

AUM $240M
1-Year Est. Return 49.73%
This Quarter Est. Return
1 Year Est. Return
+49.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$125M
AUM Growth
-$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$18.8K
3
+$17.2K
4
MS icon
Morgan Stanley
MS
+$13.8K
5
PG icon
Procter & Gamble
PG
+$12.6K

Top Sells

1
+$1.03M
2
+$801K
3
+$615K
4
VZ icon
Verizon
VZ
+$563K
5
AAPL icon
Apple
AAPL
+$518K

Sector Composition

1 Technology 16.31%
2 Industrials 13.73%
3 Financials 12.65%
4 Healthcare 9.2%
5 Consumer Staples 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$117K 0.09%
960
152
$116K 0.09%
5,130
153
$113K 0.09%
1,293
154
$110K 0.09%
1,900
155
$108K 0.09%
1,000
156
$108K 0.09%
600
157
$107K 0.09%
1,185
158
$105K 0.08%
4,000
159
$101K 0.08%
3,100
160
$100K 0.08%
534
161
$99K 0.08%
1,030
162
$92K 0.07%
1,460
163
$92K 0.07%
6,540
164
$92K 0.07%
470
165
$91K 0.07%
732
166
$89K 0.07%
618
167
$88K 0.07%
2,000
168
$86K 0.07%
6,150
169
$84K 0.07%
651
170
$83K 0.07%
1,760
171
$83K 0.07%
965
172
$80K 0.06%
1,600
173
$79K 0.06%
1,180
174
$74K 0.06%
400
175
$69K 0.06%
1,582
5 6
7
8 9