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
$171M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.5M
3
+$1.38M
4
PLTR icon
Palantir
PLTR
+$1.3M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$840K

Top Sells

1
+$1.66M
2
+$1.04M
3
+$1.02M
4
KEY icon
KeyCorp
KEY
+$1.01M
5
LLY icon
Eli Lilly
LLY
+$796K

Sector Composition

1 Technology 25.64%
2 Industrials 13.89%
3 Consumer Discretionary 10.02%
4 Financials 9.13%
5 Healthcare 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$76.3K 0.04%
1,500
177
$74.4K 0.04%
665
+530
178
$73K 0.04%
2,576
-200
179
$72.5K 0.04%
764
+467
180
$71.1K 0.04%
1,233
181
$67.3K 0.04%
1,161
182
$67K 0.04%
1,000
183
$66.9K 0.04%
1,600
184
$64.6K 0.04%
470
-200
185
$64.5K 0.04%
139
186
$63.2K 0.04%
840
187
$62K 0.04%
625
188
$59.3K 0.03%
2,000
189
$59.1K 0.03%
521
190
$55.8K 0.03%
1,450
191
$55K 0.03%
1,003
+150
192
$54.5K 0.03%
171
193
$54K 0.03%
430
194
$51.3K 0.03%
650
195
$48.5K 0.03%
1,182
196
$47.3K 0.03%
1,900
197
$47.3K 0.03%
710
198
$46.6K 0.03%
738
199
$46.5K 0.03%
1,860
200
$46.4K 0.03%
111
6 7
8
9 10