LB
Legacy Bridge Portfolio holdings
AUM
$211M
This Quarter Return
+3.63%
1 Year Return
+39.35%
3 Year Return
+132.27%
5 Year Return
+218%
10 Year Return
–
AUM
$170M
AUM Growth
+$170M
(-0.75%)
Cap. Flow
+$2.04M
Cap. Flow
% of AUM
1.2%
Top 10 Holdings %
Top 10 Hldgs %
22.79%
Holding
326
New
9
Increased
43
Reduced
40
Closed
40
Top Buys
| 1 |
NVIDIA
NVDA
|
$5.87M |
| 2 |
SPDR S&P Biotech ETF
XBI
|
$1.7M |
| 3 |
Hewlett Packard
HPE
|
$1.29M |
| 4 |
Freeport-McMoran
FCX
|
$1.27M |
| 5 |
Exxon Mobil
XOM
|
$1.04M |
Top Sells
| 1 |
Salesforce
CRM
|
$1.25M |
| 2 |
lululemon athletica
LULU
|
$1.08M |
| 3 |
American Tower
AMT
|
$1.08M |
| 4 |
Robert Half
RHI
|
$1.03M |
| 5 |
PXD
Pioneer Natural Resource Co.
PXD
|
$1.03M |
Sector Composition
| 1 | Technology | 27.67% |
| 2 | Industrials | 12.72% |
| 3 | Financials | 9.35% |
| 4 | Consumer Discretionary | 8.6% |
| 5 | Healthcare | 7.98% |
