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
$80.8M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1 +$10.1M
2 +$2.3M
3 +$1.46M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$1.43M
5
MSFT icon
Microsoft
MSFT
+$1.37M

Top Sells

No sells this quarter

Sector Composition

1 Financials 25.77%
2 Industrials 10.82%
3 Technology 9.85%
4 Consumer Staples 9.14%
5 Healthcare 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$10K 0.01%
+400
202
$9K 0.01%
+150
203
$9K 0.01%
+162
204
$9K 0.01%
+125
205
$8K 0.01%
+110
206
$8K 0.01%
+210
207
$8K 0.01%
+350
208
$8K 0.01%
+65
209
$8K 0.01%
+180
210
$7K 0.01%
+554
211
$6K 0.01%
+90
212
$6K 0.01%
+47
213
$6K 0.01%
+47
214
$5K 0.01%
+125
215
$4K ﹤0.01%
+50
216
$4K ﹤0.01%
+50
217
$4K ﹤0.01%
+138
218
$2K ﹤0.01%
+150
219
$1K ﹤0.01%
+81
220
$1K ﹤0.01%
+106