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
$141M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$276K
3
+$249K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$192K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$154K

Top Sells

1
+$489K
2
+$449K
3
+$277K
4
TDTT icon
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
+$178K
5
TJX icon
TJX Companies
TJX
+$101K

Sector Composition

1 Technology 15.36%
2 Industrials 14.56%
3 Financials 13.29%
4 Healthcare 10.25%
5 Consumer Staples 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$84.3K 0.06%
724
+209
177
$82.7K 0.06%
1,641
+59
178
$77.8K 0.06%
1,552
179
$76.3K 0.05%
+472
180
$75.1K 0.05%
2,776
+646
181
$71.9K 0.05%
686
182
$71.6K 0.05%
2,095
183
$70K 0.05%
1,525
184
$69.6K 0.05%
1,180
185
$68.7K 0.05%
670
186
$66K 0.05%
1,500
187
$64.6K 0.05%
400
188
$60.1K 0.04%
1,286
+1,047
189
$54.6K 0.04%
375
190
$53.5K 0.04%
159
191
$51.4K 0.04%
1,182
192
$50K 0.04%
521
+141
193
$47.8K 0.03%
1,025
194
$47.3K 0.03%
840
+540
195
$45.3K 0.03%
+139
196
$45K 0.03%
1,450
197
$44.2K 0.03%
900
198
$42.5K 0.03%
660
199
$42.2K 0.03%
350
200
$41.8K 0.03%
1,456
6 7
8
9 10