LB
Legacy Bridge Portfolio holdings
AUM
$211M
1-Year Return
39.35%
This Quarter Return
+11.32%
1 Year Return
+39.35%
3 Year Return
+132.27%
5 Year Return
+218%
10 Year Return
–
AUM
$141M
AUM Growth
+$15.3M
(+12%)
Cap. Flow
+$3.03M
Cap. Flow
% of AUM
2.15%
Top 10 Holdings %
Top 10 Hldgs %
18.64%
Holding
306
New
18
Increased
73
Reduced
22
Closed
3
Top Buys
| 1 |
Eli Lilly
LLY
|
$1.43M |
| 2 |
Microsoft
MSFT
|
$276K |
| 3 |
Apple
AAPL
|
$249K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$192K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$154K |
Top Sells
| 1 |
Crown Castle
CCI
|
$489K |
| 2 |
Rockwell Automation
ROK
|
$449K |
| 3 |
CrowdStrike
CRWD
|
$277K |
| 4 |
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
|
$178K |
| 5 |
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% |
