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
$171M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.5M
3
+$1.38M
4
PLTR icon
Palantir
PLTR
+$1.3M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$840K

Top Sells

1
+$1.66M
2
+$1.04M
3
+$1.02M
4
KEY icon
KeyCorp
KEY
+$1.01M
5
LLY icon
Eli Lilly
LLY
+$796K

Sector Composition

1 Technology 25.64%
2 Industrials 13.89%
3 Consumer Discretionary 10.02%
4 Financials 9.13%
5 Healthcare 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$154K 0.09%
2,151
152
$153K 0.09%
6,181
+800
153
$148K 0.09%
3,321
-114
154
$146K 0.09%
640
155
$140K 0.08%
1,185
156
$139K 0.08%
1,522
+62
157
$137K 0.08%
4,000
158
$136K 0.08%
754
+22
159
$136K 0.08%
728
+14
160
$136K 0.08%
674
161
$126K 0.07%
250
+16
162
$124K 0.07%
2,588
163
$123K 0.07%
470
164
$122K 0.07%
487
-47
165
$112K 0.07%
1,945
+26
166
$111K 0.06%
4,600
167
$110K 0.06%
1,900
168
$104K 0.06%
171
+100
169
$102K 0.06%
1,030
170
$92.6K 0.05%
639
171
$91K 0.05%
1,552
172
$86.6K 0.05%
375
173
$83.6K 0.05%
1,985
174
$83.5K 0.05%
625
175
$82.9K 0.05%
1,081
5 6
7
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