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
$155M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.11M
3
+$1.09M
4
C icon
Citigroup
C
+$882K
5
BAC icon
Bank of America
BAC
+$785K

Top Sells

1
+$1.08M
2
+$783K
3
+$439K
4
NVDA icon
NVIDIA
NVDA
+$367K
5
NXPI icon
NXP Semiconductors
NXPI
+$194K

Sector Composition

1 Technology 17.86%
2 Financials 15.87%
3 Industrials 11.94%
4 Healthcare 8.48%
5 Consumer Discretionary 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$80K 0.05%
375
177
$78K 0.05%
1,525
178
$77K 0.05%
1,500
179
$75K 0.05%
670
180
$74K 0.05%
400
181
$74K 0.05%
260
182
$73K 0.05%
1,650
183
$73K 0.05%
550
184
$65K 0.04%
4,598
185
$63K 0.04%
1,600
186
$56K 0.04%
800
187
$54K 0.03%
660
188
$52K 0.03%
1,000
189
$51K 0.03%
750
190
$51K 0.03%
2,716
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191
$50K 0.03%
1,025
-1,025
192
$49K 0.03%
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193
$48K 0.03%
800
194
$47K 0.03%
609
-1,103
195
$47K 0.03%
679
-679
196
$45K 0.03%
900
197
$45K 0.03%
327
+127
198
$44K 0.03%
350
199
$44K 0.03%
1,450
200
$43K 0.03%
1,182
6 7
8
9 10