LB

Legacy Bridge Portfolio holdings

AUM $240M
1-Year Est. Return 49.73%
This Quarter Est. Return
1 Year Est. Return
+49.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$173M
AUM Growth
-$3.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$743K
3
+$203K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$186K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$115K

Top Sells

1
+$1.96M
2
+$1.3M
3
+$1.07M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$290K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$290K

Sector Composition

1 Technology 19.13%
2 Financials 16.53%
3 Industrials 11.96%
4 Healthcare 8.16%
5 Consumer Staples 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$95K 0.05%
1,180
177
$95K 0.05%
651
178
$95K 0.05%
900
179
$95K 0.05%
1,552
180
$92K 0.05%
686
-22
181
$91K 0.05%
1,582
-31
182
$89K 0.05%
400
183
$85K 0.05%
1,375
184
$80K 0.05%
1,500
185
$79K 0.05%
2,095
+500
186
$78K 0.05%
375
187
$78K 0.05%
1,525
188
$77K 0.04%
1,650
189
$77K 0.04%
670
190
$71K 0.04%
1,600
191
$64K 0.04%
550
192
$57K 0.03%
1,025
193
$53K 0.03%
660
194
$48K 0.03%
800
195
$46K 0.03%
1,450
196
$45K 0.03%
900
197
$43K 0.02%
1,182
198
$43K 0.02%
710
199
$42K 0.02%
+857
200
$41K 0.02%
1,456
6 7
8
9 10