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
$140M
AUM Growth
-$9.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1 +$1.17M
2 +$1.08M
3 +$101K
4
COST icon
Costco
COST
+$42.4K
5
CAT icon
Caterpillar
CAT
+$41K

Top Sells

1 +$1.97M
2 +$1M
3 +$768K
4
AMD icon
Advanced Micro Devices
AMD
+$722K
5
DG icon
Dollar General
DG
+$383K

Sector Composition

1 Technology 19.43%
2 Industrials 14.05%
3 Financials 10.64%
4 Healthcare 9.99%
5 Consumer Discretionary 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$82.3K 0.06%
3,000
+1,000
177
$80.5K 0.06%
1,552
178
$74.3K 0.05%
2,776
179
$73.7K 0.05%
670
180
$69.5K 0.05%
2,095
181
$69.4K 0.05%
1,500
182
$69.3K 0.05%
1,180
183
$68.7K 0.05%
400
184
$63.5K 0.05%
375
185
$63.1K 0.05%
1,233
186
$61.2K 0.04%
1,286
187
$51.8K 0.04%
139
188
$50.9K 0.04%
840
189
$50.3K 0.04%
521
190
$47.8K 0.03%
1,182
191
$46.8K 0.03%
686
192
$46.4K 0.03%
171
193
$46.1K 0.03%
1,450
194
$45.5K 0.03%
430
195
$41.2K 0.03%
1,199
196
$40.4K 0.03%
1,200
197
$39.6K 0.03%
857
198
$37.8K 0.03%
710
199
$37.7K 0.03%
350
200
$37.3K 0.03%
+1,000