LB

Legacy Bridge Portfolio holdings

AUM $240M
1-Year Est. Return 49.73%
This Quarter Est. Return
1 Year Est. Return
+49.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
-$1.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.29M
3
+$1.27M
4
XOM icon
Exxon Mobil
XOM
+$1.04M
5
NU icon
Nu Holdings
NU
+$828K

Top Sells

1
+$1.25M
2
+$1.08M
3
+$1.08M
4
RHI icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$60.7K 0.04%
430
177
$59.1K 0.03%
840
178
$57.4K 0.03%
521
179
$56.8K 0.03%
2,000
180
$55K 0.03%
1,450
181
$51.9K 0.03%
+1,363
182
$51.7K 0.03%
250
183
$51.2K 0.03%
738
184
$49.5K 0.03%
1,860
185
$47.4K 0.03%
1,182
186
$47.3K 0.03%
1,003
187
$47.1K 0.03%
1,900
188
$46.1K 0.03%
710
189
$45.7K 0.03%
1,199
190
$43.3K 0.03%
650
191
$42.3K 0.03%
350
192
$41.3K 0.02%
1,055
193
$38.9K 0.02%
200
194
$38.7K 0.02%
1,200
195
$38.5K 0.02%
13
196
$35.9K 0.02%
75
+3
197
$34.9K 0.02%
1,530
198
$34.1K 0.02%
500
199
$32.1K 0.02%
1,298
200
$31.6K 0.02%
313
6 7
8
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