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
$186M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.58M
3
+$1.29M
4
NFG icon
National Fuel Gas
NFG
+$1.07M
5
BK icon
Bank of New York Mellon
BK
+$1.04M

Top Sells

1
+$945K
2
+$634K
3
+$363K
4
TM icon
Toyota
TM
+$296K
5
MSFT icon
Microsoft
MSFT
+$293K

Sector Composition

1 Technology 25.11%
2 Industrials 14.01%
3 Financials 10.47%
4 Consumer Discretionary 8.08%
5 Healthcare 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$72.3K 0.04%
1,230
177
$70.4K 0.04%
1,600
178
$68.6K 0.04%
2,576
179
$67.3K 0.04%
1,485
180
$66.3K 0.04%
139
181
$66K 0.04%
1,000
182
$65.4K 0.04%
2,606
-3,700
183
$65K 0.04%
2,000
184
$64.5K 0.03%
840
185
$64.5K 0.03%
1,363
186
$64.2K 0.03%
171
187
$63.3K 0.03%
1,158
188
$58.9K 0.03%
1,450
189
$58.6K 0.03%
120
+45
190
$57K 0.03%
521
191
$56.3K 0.03%
250
192
$55K 0.03%
1,860
193
$55K 0.03%
738
194
$54.6K 0.03%
650
195
$49K 0.03%
570
-950
196
$48.8K 0.03%
1,182
197
$48.5K 0.03%
1,900
198
$47.3K 0.03%
350
199
$47.2K 0.03%
23
+8
200
$44.3K 0.02%
1,199
6 7
8
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