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LB

Legacy Bridge Portfolio holdings

AUM $262M
1-Year Est. Return 56.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+56.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$262M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$1.82M
3
+$1.51M
4
C icon
Citigroup
C
+$1.46M
5
EWW icon
iShares MSCI Mexico ETF
EWW
+$1.28M

Top Sells

1
+$805K
2
+$391K
3
+$205K
4
CLS icon
Celestica
CLS
+$175K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$93.4K

Sector Composition

1 Technology 26.82%
2 Industrials 18.19%
3 Financials 10.19%
4 Consumer Discretionary 5.82%
5 Healthcare 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COF icon
201
Capital One
COF
$112B
$47.8K 0.02%
262
-83
PHO icon
202
Invesco Water Resources ETF
PHO
$1.99B
$47.5K 0.02%
710
ILF icon
203
iShares Latin America 40 ETF
ILF
$4.27B
$46.1K 0.02%
1,298
NVS icon
204
Novartis
NVS
$295B
$44.6K 0.02%
292
MP icon
205
MP Materials
MP
$10B
$41K 0.02%
850
+150
XLI icon
206
State Street Industrial Select Sector SPDR ETF
XLI
$30.6B
$40.4K 0.02%
250
BAM icon
207
Brookfield Asset Management
BAM
$73.8B
$40.4K 0.02%
909
GE icon
208
GE Aerospace
GE
$343B
$39.4K 0.02%
139
MAS icon
209
Masco
MAS
$14.7B
$39.2K 0.02%
650
GSIE icon
210
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.78B
$38.1K 0.01%
883
V icon
211
Visa
V
$612B
$38.1K 0.01%
126
CAH icon
212
Cardinal Health
CAH
$52.4B
$38K 0.01%
180
PM icon
213
Philip Morris
PM
$286B
$36K 0.01%
218
FDX icon
214
FedEx
FDX
$80.1B
$35.6K 0.01%
100
-33
SCHZ icon
215
Schwab US Aggregate Bond ETF
SCHZ
$10.4B
$35.5K 0.01%
1,530
NET icon
216
Cloudflare
NET
$80.8B
$35.1K 0.01%
170
+20
COR icon
217
Cencora
COR
$55.2B
$34.6K 0.01%
110
-24
IBDS icon
218
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.79B
$34.4K 0.01%
1,418
IJT icon
219
iShares S&P Small-Cap 600 Growth ETF
IJT
$7.7B
$34.2K 0.01%
236
ABBV icon
220
AbbVie
ABBV
$402B
$33.9K 0.01%
156
IBDR icon
221
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.57B
$33.7K 0.01%
1,392
CGW icon
222
Invesco S&P Global Water Index ETF
CGW
$997M
$32K 0.01%
500
SPEM icon
223
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.6B
$31.5K 0.01%
671
-680
CMCSA icon
224
Comcast
CMCSA
$86.1B
$30.3K 0.01%
1,055
ACGL icon
225
Arch Capital
ACGL
$32B
$30K 0.01%
313
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