LB
Legacy Bridge Portfolio holdings
AUM
$211M
1-Year Return
39.35%
This Quarter Return
+7.74%
1 Year Return
+39.35%
3 Year Return
+132.27%
5 Year Return
+218%
10 Year Return
–
AUM
$186M
AUM Growth
+$16M
(+9.5%)
Cap. Flow
+$7.28M
Cap. Flow
% of AUM
3.92%
Top 10 Holdings %
Top 10 Hldgs %
21.24%
Holding
299
New
13
Increased
47
Reduced
47
Closed
6
Top Buys
| 1 |
Principal Spectrum Preferred Securities Active ETF
PREF
|
$2.49M |
| 2 |
GE Vernova
GEV
|
$1.58M |
| 3 |
Nasdaq
NDAQ
|
$1.29M |
| 4 |
National Fuel Gas
NFG
|
$1.07M |
| 5 |
Bank of New York Mellon
BK
|
$1.04M |
Top Sells
| 1 |
Super Micro Computer
SMCI
|
$945K |
| 2 |
JPMorgan Equity Premium Income ETF
JEPI
|
$634K |
| 3 |
Nike
NKE
|
$363K |
| 4 |
Toyota
TM
|
$296K |
| 5 |
Microsoft
MSFT
|
$293K |
Sector Composition
| 1 | Technology | 25.11% |
| 2 | Industrials | 14.01% |
| 3 | Financials | 10.47% |
| 4 | Consumer Discretionary | 8.08% |
| 5 | Healthcare | 7.79% |
