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
$150M
AUM Growth
+$6.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$1.11M
3
+$600K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$165K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$164K

Top Sells

1
+$1.45M
2
+$531K
3
+$502K
4
BIIB icon
Biogen
BIIB
+$362K
5
SMTC icon
Semtech
SMTC
+$254K

Sector Composition

1 Technology 19.93%
2 Industrials 15.23%
3 Financials 10.7%
4 Healthcare 8.81%
5 Consumer Discretionary 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$151K 0.1%
865
152
$144K 0.1%
1,636
153
$138K 0.09%
4,185
-800
154
$132K 0.09%
600
155
$129K 0.09%
4,000
156
$129K 0.09%
1,293
157
$127K 0.08%
1,185
158
$119K 0.08%
244
+85
159
$119K 0.08%
3,100
160
$118K 0.08%
5,130
161
$118K 0.08%
534
162
$114K 0.08%
6,540
163
$114K 0.08%
732
164
$113K 0.08%
701
+50
165
$111K 0.07%
4,600
-1,000
166
$110K 0.07%
1,900
167
$110K 0.07%
1,460
168
$108K 0.07%
470
169
$106K 0.07%
6,150
170
$101K 0.07%
1,030
171
$98.5K 0.07%
1,000
172
$96.6K 0.06%
1,600
173
$94.8K 0.06%
639
-600
174
$93.5K 0.06%
3,129
+1,673
175
$88.9K 0.06%
+260
5 6
7
8 9