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
$211M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1 +$1.3M
2 +$1.1M
3 +$725K
4
NVDA icon
NVIDIA
NVDA
+$489K
5
AVGO icon
Broadcom
AVGO
+$321K

Top Sells

1 +$1.08M
2 +$1.07M
3 +$1.06M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$825K
5
KNX icon
Knight Transportation
KNX
+$696K

Sector Composition

1 Technology 27.02%
2 Industrials 16.63%
3 Financials 10.99%
4 Consumer Discretionary 6.85%
5 Healthcare 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MELI icon
176
Mercado Libre
MELI
$104B
$65.3K 0.03%
25
PRF icon
177
Invesco FTSE RAFI US 1000 ETF
PRF
$8.68B
$61.3K 0.03%
1,450
COF icon
178
Capital One
COF
$134B
$56.2K 0.03%
264
+153
NVTS icon
179
Navitas Semiconductor
NVTS
$1.86B
$55.7K 0.03%
+8,500
PPG icon
180
PPG Industries
PPG
$21.8B
$53.3K 0.03%
469
-170
EWJ icon
181
iShares MSCI Japan ETF
EWJ
$16.3B
$52.5K 0.02%
700
EMR icon
182
Emerson Electric
EMR
$71.7B
$50.7K 0.02%
380
BAM icon
183
Brookfield Asset Management
BAM
$83B
$50.3K 0.02%
909
PHO icon
184
Invesco Water Resources ETF
PHO
$2.22B
$49.6K 0.02%
710
FXE icon
185
Invesco CurrencyShares Euro Currency Trust
FXE
$525M
$49K 0.02%
+450
IBDT icon
186
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.12B
$48.3K 0.02%
1,900
GUNR icon
187
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$5.34B
$47.4K 0.02%
1,182
DVY icon
188
iShares Select Dividend ETF
DVY
$20.7B
$46.5K 0.02%
350
PFG icon
189
Principal Financial Group
PFG
$18.6B
$45.3K 0.02%
570
SU icon
190
Suncor Energy
SU
$53.3B
$44.9K 0.02%
1,199
SHEL icon
191
Shell
SHEL
$217B
$42.2K 0.02%
600
MAS icon
192
Masco
MAS
$12.6B
$41.8K 0.02%
650
ONON icon
193
On Holding
ONON
$14B
$40.6K 0.02%
780
IBDR icon
194
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.36B
$38K 0.02%
1,567
-79
DAR icon
195
Darling Ingredients
DAR
$5.5B
$37.9K 0.02%
1,000
-1,000
CMCSA icon
196
Comcast
CMCSA
$100B
$37.7K 0.02%
1,055
-5
XLI icon
197
Industrial Select Sector SPDR Fund
XLI
$23.5B
$36.9K 0.02%
250
INV
198
Innventure Inc
INV
$188M
$35.9K 0.02%
7,489
SCHZ icon
199
Schwab US Aggregate Bond ETF
SCHZ
$8.96B
$35.6K 0.02%
1,530
NVS icon
200
Novartis
NVS
$252B
$35.3K 0.02%
292