LB
Legacy Bridge Portfolio holdings
AUM
$211M
This Quarter Return
+10.47%
1 Year Return
+39.35%
3 Year Return
+132.27%
5 Year Return
+218%
10 Year Return
–
AUM
$110M
AUM Growth
+$110M
(+21%)
Cap. Flow
+$12.5M
Cap. Flow
% of AUM
11.39%
Top 10 Holdings %
Top 10 Hldgs %
23.86%
Holding
291
New
3
Increased
47
Reduced
32
Closed
4
Top Buys
| 1 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$2.91M |
| 2 |
Vanguard Total International Stock ETF
VXUS
|
$1.87M |
| 3 |
Apple
AAPL
|
$1.73M |
| 4 |
Innovator S&P Investment Grade Preferred ETF
EPRF
|
$1.53M |
| 5 |
Bristol-Myers Squibb
BMY
|
$1.08M |
Top Sells
Sector Composition
| 1 | Technology | 19.71% |
| 2 | Financials | 14.35% |
| 3 | Healthcare | 9.35% |
| 4 | Consumer Staples | 8.68% |
| 5 | Consumer Discretionary | 8.4% |
