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
$140M
AUM Growth
-$9.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1 +$1.17M
2 +$1.08M
3 +$101K
4
COST icon
Costco
COST
+$42.4K
5
CAT icon
Caterpillar
CAT
+$41K

Top Sells

1 +$1.97M
2 +$1M
3 +$768K
4
AMD icon
Advanced Micro Devices
AMD
+$722K
5
DG icon
Dollar General
DG
+$383K

Sector Composition

1 Technology 19.43%
2 Industrials 14.05%
3 Financials 10.64%
4 Healthcare 9.99%
5 Consumer Discretionary 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$138K 0.1%
4,185
152
$129K 0.09%
865
153
$127K 0.09%
600
154
$127K 0.09%
4,000
155
$124K 0.09%
244
156
$122K 0.09%
1,293
157
$120K 0.09%
1,185
158
$116K 0.08%
3,100
159
$115K 0.08%
1,000
160
$113K 0.08%
5,130
161
$111K 0.08%
534
162
$110K 0.08%
6,540
163
$110K 0.08%
4,600
164
$110K 0.08%
724
165
$109K 0.08%
1,900
166
$109K 0.08%
732
167
$108K 0.08%
701
168
$105K 0.08%
1,460
169
$103K 0.07%
1,600
170
$102K 0.07%
6,150
171
$101K 0.07%
470
172
$99.8K 0.07%
1,030
173
$97.6K 0.07%
3,129
174
$84.6K 0.06%
1,641
175
$82.9K 0.06%
639