LB
Legacy Bridge Portfolio holdings
AUM
$211M
This Quarter Return
-13.92%
1 Year Return
+39.35%
3 Year Return
+132.27%
5 Year Return
+218%
10 Year Return
–
AUM
$80.8M
AUM Growth
–
Cap. Flow
+$80.2M
Cap. Flow
% of AUM
99.29%
Top 10 Holdings %
Top 10 Hldgs %
27.6%
Holding
220
New
216
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
West Bancorporation
WTBA
|
$10.1M |
| 2 |
Darling Ingredients
DAR
|
$2.3M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$1.46M |
| 4 |
iShares Russell 2000 Growth ETF
IWO
|
$1.43M |
| 5 |
Microsoft
MSFT
|
$1.37M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 25.77% |
| 2 | Industrials | 10.82% |
| 3 | Technology | 9.85% |
| 4 | Consumer Staples | 9.14% |
| 5 | Healthcare | 8.75% |
