LB

Legacy Bridge Portfolio holdings

AUM $246M
1-Year Est. Return 44.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+44.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$246M
AUM Growth
+$6.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1 +$1.3M
2 +$1.25M
3 +$1.04M
4
NVDA icon
NVIDIA
NVDA
+$524K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$495K

Top Sells

1 +$2.85M
2 +$922K
3 +$73.2K
4
PREF icon
Principal Spectrum Preferred Securities Active ETF
PREF
+$71.3K
5
TTE icon
TotalEnergies
TTE
+$65.6K

Sector Composition

1 Technology 28.89%
2 Industrials 15.69%
3 Financials 10.82%
4 Consumer Discretionary 6.11%
5 Healthcare 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
V icon
201
Visa
V
$589B
$44.2K 0.02%
126
+122
SHEL icon
202
Shell
SHEL
$249B
$44.1K 0.02%
600
APP icon
203
Applovin
APP
$152B
$43.8K 0.02%
65
GE icon
204
GE Aerospace
GE
$322B
$42.8K 0.02%
139
+135
AMAT icon
205
Applied Materials
AMAT
$268B
$42.4K 0.02%
165
+148
MAS icon
206
Masco
MAS
$12.4B
$41.2K 0.02%
650
NVS icon
207
Novartis
NVS
$294B
$40.3K 0.02%
292
ILF icon
208
iShares Latin America 40 ETF
ILF
$4.06B
$39.5K 0.02%
1,298
PGR icon
209
Progressive
PGR
$120B
$38.9K 0.02%
171
+60
XLI icon
210
State Street Industrial Select Sector SPDR ETF
XLI
$29B
$38.8K 0.02%
250
FDX icon
211
FedEx
FDX
$83B
$38.4K 0.02%
133
+33
GSIE icon
212
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.11B
$37.9K 0.02%
883
CAH icon
213
Cardinal Health
CAH
$51.6B
$37K 0.02%
180
DAR icon
214
Darling Ingredients
DAR
$8.93B
$36K 0.01%
1,000
SCHZ icon
215
Schwab US Aggregate Bond ETF
SCHZ
$9.89B
$35.8K 0.01%
1,530
ABBV icon
216
AbbVie
ABBV
$398B
$35.6K 0.01%
156
+152
MP icon
217
MP Materials
MP
$10.7B
$35.4K 0.01%
700
ONON icon
218
On Holding
ONON
$12.6B
$35.1K 0.01%
755
-21,390
PM icon
219
Philip Morris
PM
$268B
$35K 0.01%
+218
HOOD icon
220
Robinhood
HOOD
$68.5B
$34.5K 0.01%
305
IBDS icon
221
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.73B
$34.4K 0.01%
1,418
-275
IBDR icon
222
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.7B
$33.7K 0.01%
1,392
-175
IJT icon
223
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.41B
$33.3K 0.01%
236
CMCSA icon
224
Comcast
CMCSA
$109B
$31.5K 0.01%
1,055
CGW icon
225
Invesco S&P Global Water Index ETF
CGW
$1.02B
$31.5K 0.01%
500