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
$143M
AUM Growth
+$2.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$1.03M
3
+$953K
4
ETN icon
Eaton
ETN
+$121K
5
MS icon
Morgan Stanley
MS
+$99.2K

Top Sells

1
+$1.45M
2
+$1.15M
3
+$1.1M
4
TDTT icon
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
+$466K
5
AMD icon
Advanced Micro Devices
AMD
+$363K

Sector Composition

1 Technology 18.47%
2 Industrials 15.2%
3 Financials 11.24%
4 Healthcare 8.68%
5 Consumer Staples 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$143K 0.1%
865
152
$142K 0.1%
3,880
-750
153
$137K 0.1%
5,600
-1,864
154
$135K 0.09%
1,636
+500
155
$131K 0.09%
6,375
-10,000
156
$129K 0.09%
4,000
157
$129K 0.09%
960
158
$125K 0.09%
1,293
159
$122K 0.09%
600
160
$122K 0.09%
1,185
161
$120K 0.08%
5,130
162
$117K 0.08%
3,100
163
$113K 0.08%
534
164
$111K 0.08%
1,900
165
$108K 0.08%
1,760
166
$107K 0.07%
732
167
$105K 0.07%
6,540
168
$105K 0.07%
1,000
169
$104K 0.07%
1,460
170
$102K 0.07%
1,030
171
$102K 0.07%
470
172
$100K 0.07%
2,000
173
$98.8K 0.07%
651
174
$98.1K 0.07%
618
175
$98.1K 0.07%
6,150
5 6
7
8 9