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
$141M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1 +$1.43M
2 +$276K
3 +$249K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$192K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$154K

Sector Composition

1 Technology 15.36%
2 Industrials 14.56%
3 Financials 13.29%
4 Healthcare 10.25%
5 Consumer Staples 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$130K 0.09%
960
152
$128K 0.09%
865
153
$127K 0.09%
1,776
+56
154
$123K 0.09%
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155
$122K 0.09%
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156
$119K 0.08%
1,185
157
$118K 0.08%
1,520
158
$117K 0.08%
5,130
159
$115K 0.08%
600
160
$113K 0.08%
1,136
+171
161
$110K 0.08%
3,100
162
$110K 0.08%
1,900
163
$109K 0.08%
534
164
$103K 0.07%
732
165
$99.9K 0.07%
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166
$99.7K 0.07%
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167
$99.4K 0.07%
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168
$99.3K 0.07%
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$98.4K 0.07%
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$98.1K 0.07%
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$96.8K 0.07%
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172
$94.4K 0.07%
651
173
$94.3K 0.07%
470
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$91.9K 0.07%
6,150
175
$91.1K 0.06%
1,600