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
$143M
AUM Growth
+$2.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$1.03M
3
+$953K
4
ETN icon
Eaton
ETN
+$121K
5
MS icon
Morgan Stanley
MS
+$99.2K

Top Sells

1
+$1.45M
2
+$1.15M
3
+$1.1M
4
TDTT icon
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
+$466K
5
AMD icon
Advanced Micro Devices
AMD
+$363K

Sector Composition

1 Technology 18.47%
2 Industrials 15.2%
3 Financials 11.24%
4 Healthcare 8.68%
5 Consumer Staples 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$97.6K 0.07%
724
177
$92.1K 0.06%
1,600
178
$90K 0.06%
1,641
179
$83K 0.06%
1,552
180
$75.1K 0.05%
+2,000
181
$74.4K 0.05%
1,233
+800
182
$74K 0.05%
1,525
183
$70.8K 0.05%
1,180
184
$69.9K 0.05%
670
185
$68.7K 0.05%
1,500
186
$67.4K 0.05%
2,095
187
$67.2K 0.05%
400
188
$66.5K 0.05%
2,776
189
$63.1K 0.04%
686
190
$62.7K 0.04%
1,286
191
$62.1K 0.04%
375
192
$61.3K 0.04%
159
193
$51.1K 0.04%
1,025
194
$50K 0.03%
1,182
195
$49.4K 0.03%
139
196
$47.5K 0.03%
840
197
$45.5K 0.03%
1,450
198
$45.4K 0.03%
521
199
$44.8K 0.03%
660
200
$44.4K 0.03%
900
6 7
8
9 10