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
$155M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.11M
3
+$1.09M
4
C icon
Citigroup
C
+$882K
5
BAC icon
Bank of America
BAC
+$785K

Top Sells

1
+$1.08M
2
+$783K
3
+$439K
4
NVDA icon
NVIDIA
NVDA
+$367K
5
NXPI icon
NXP Semiconductors
NXPI
+$194K

Sector Composition

1 Technology 17.86%
2 Financials 15.87%
3 Industrials 11.94%
4 Healthcare 8.48%
5 Consumer Discretionary 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$40K 0.03%
350
202
$40K 0.03%
467
-47
203
$40K 0.03%
297
-297
204
$40K 0.03%
1,175
205
$39K 0.03%
650
206
$37K 0.02%
580
207
$37K 0.02%
71
-17
208
$37K 0.02%
1,348
209
$36K 0.02%
600
210
$35K 0.02%
710
211
$35K 0.02%
1,318
212
$35K 0.02%
639
-639
213
$34K 0.02%
380
214
$32K 0.02%
295
215
$32K 0.02%
3,030
-1,225
216
$31K 0.02%
580
217
$31K 0.02%
1,460
218
$31K 0.02%
235
219
$30K 0.02%
1,554
-1,554
220
$30K 0.02%
430
221
$28K 0.02%
20
222
$27K 0.02%
525
223
$26K 0.02%
175
224
$24K 0.02%
740
225
$24K 0.02%
300
7 8
9
10 11