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LB

Legacy Bridge Portfolio holdings

AUM $262M
1-Year Est. Return 56.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+56.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$262M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$1.82M
3
+$1.51M
4
C icon
Citigroup
C
+$1.46M
5
EWW icon
iShares MSCI Mexico ETF
EWW
+$1.28M

Top Sells

1
+$805K
2
+$391K
3
+$205K
4
CLS icon
Celestica
CLS
+$175K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$93.4K

Sector Composition

1 Technology 26.82%
2 Industrials 18.19%
3 Financials 10.19%
4 Consumer Discretionary 5.82%
5 Healthcare 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
STIP icon
176
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
$107K 0.04%
1,030
ORCL icon
177
Oracle
ORCL
$524B
$103K 0.04%
702
TSLA icon
178
Tesla
TSLA
$1.48T
$100K 0.04%
270
ECL icon
179
Ecolab
ECL
$74B
$99.8K 0.04%
375
-31
DGS icon
180
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.8B
$90.2K 0.03%
1,500
CTVA icon
181
Corteva
CTVA
$50.2B
$87.6K 0.03%
1,046
MFC icon
182
Manulife Financial
MFC
$66.3B
$84.7K 0.03%
2,460
DEM icon
183
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.99B
$79.5K 0.03%
1,600
SU icon
184
Suncor Energy
SU
$73.4B
$79.3K 0.03%
1,199
UDN icon
185
Invesco DB US Dollar Index Bearish Fund
UDN
$118M
$76.5K 0.03%
4,250
ICE icon
186
Intercontinental Exchange
ICE
$78.9B
$73.9K 0.03%
470
-75
XLF icon
187
State Street Financial Select Sector SPDR ETF
XLF
$49.4B
$73.3K 0.03%
1,485
PRF icon
188
Invesco FTSE RAFI US 1000 ETF
PRF
$9.59B
$68.9K 0.03%
1,450
DEO icon
189
Diageo
DEO
$45.2B
$66.6K 0.03%
895
GUNR icon
190
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$7.14B
$65.2K 0.02%
1,182
DAR icon
191
Darling Ingredients
DAR
$9.18B
$61.9K 0.02%
1,000
EWJ icon
192
iShares MSCI Japan ETF
EWJ
$21.5B
$59.1K 0.02%
700
AMAT icon
193
Applied Materials
AMAT
$434B
$56.4K 0.02%
165
SHEL icon
194
Shell
SHEL
$240B
$55.8K 0.02%
600
DVY icon
195
iShares Select Dividend ETF
DVY
$22.9B
$53K 0.02%
350
PFG icon
196
Principal Financial Group
PFG
$23.7B
$51.4K 0.02%
570
PPG icon
197
PPG Industries
PPG
$26B
$50.1K 0.02%
469
EMR icon
198
Emerson Electric
EMR
$79.3B
$49.8K 0.02%
380
-20
IBDT icon
199
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.9B
$48.1K 0.02%
1,900
FXE icon
200
Invesco CurrencyShares Euro Currency Trust
FXE
$400M
$48K 0.02%
450
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