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
$150M
AUM Growth
+$6.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1 +$1.21M
2 +$1.11M
3 +$600K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$165K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$164K

Top Sells

1 +$1.45M
2 +$531K
3 +$502K
4
BIIB icon
Biogen
BIIB
+$362K
5
SMTC icon
Semtech
SMTC
+$254K

Sector Composition

1 Technology 19.93%
2 Industrials 15.23%
3 Financials 10.7%
4 Healthcare 8.81%
5 Consumer Discretionary 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$87.4K 0.06%
1,641
177
$84.4K 0.06%
1,552
178
$84.4K 0.06%
724
179
$77.8K 0.05%
1,180
180
$75.8K 0.05%
670
181
$75.7K 0.05%
400
182
$70.7K 0.05%
1,233
183
$70.6K 0.05%
2,095
184
$70K 0.05%
375
185
$69.8K 0.05%
1,500
186
$67.4K 0.05%
2,000
187
$63.9K 0.04%
2,776
188
$63.4K 0.04%
1,286
189
$54.6K 0.04%
686
190
$53.5K 0.04%
840
191
$53K 0.04%
139
192
$51.2K 0.03%
430
193
$47.5K 0.03%
1,450
194
$47.4K 0.03%
1,182
195
$47.1K 0.03%
521
196
$42.6K 0.03%
+1,200
197
$41.7K 0.03%
171
198
$40.3K 0.03%
857
199
$40K 0.03%
710
200
$39.7K 0.03%
350