LB
Legacy Bridge Portfolio holdings
AUM
$211M
1-Year Return
39.35%
This Quarter Return
+9.9%
1 Year Return
+39.35%
3 Year Return
+132.27%
5 Year Return
+218%
10 Year Return
–
AUM
$192M
AUM Growth
+$18.5M
(+11%)
Cap. Flow
+$3.78M
Cap. Flow
% of AUM
1.97%
Top 10 Holdings %
Top 10 Hldgs %
20.54%
Holding
314
New
12
Increased
48
Reduced
48
Closed
3
Top Buys
| 1 |
JPMorgan Equity Premium Income ETF
JEPI
|
$2.02M |
| 2 |
Innovator S&P Investment Grade Preferred ETF
EPRF
|
$1.82M |
| 3 |
Knight Transportation
KNX
|
$1.45M |
| 4 |
Global X Lithium & Battery Tech ETF
LIT
|
$803K |
| 5 |
Walmart
WMT
|
$569K |
Top Sells
| 1 |
NVIDIA
NVDA
|
$786K |
| 2 |
KSU
Kansas City Southern
KSU
|
$575K |
| 3 |
Broadcom
AVGO
|
$494K |
| 4 |
Advanced Micro Devices
AMD
|
$449K |
| 5 |
Costco
COST
|
$308K |
Sector Composition
| 1 | Technology | 19.11% |
| 2 | Financials | 15.11% |
| 3 | Industrials | 12.43% |
| 4 | Healthcare | 8.25% |
| 5 | Consumer Staples | 6.87% |
