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
$141M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1 +$1.43M
2 +$276K
3 +$249K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$192K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$154K

Sector Composition

1 Technology 15.36%
2 Industrials 14.56%
3 Financials 13.29%
4 Healthcare 10.25%
5 Consumer Staples 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$40.3K 0.03%
550
202
$40.3K 0.03%
857
203
$38.4K 0.03%
171
204
$38K 0.03%
1,199
205
$36.6K 0.03%
710
206
$35.1K 0.03%
430
207
$34.7K 0.02%
649
+457
208
$33.2K 0.02%
1,860
209
$33K 0.02%
235
210
$32.1K 0.02%
+13
211
$30.4K 0.02%
+354
212
$30.3K 0.02%
650
213
$29.7K 0.02%
1,298
214
$29.5K 0.02%
300
215
$29.3K 0.02%
295
216
$27.2K 0.02%
500
217
$27.1K 0.02%
103
+93
218
$26.6K 0.02%
1,554
219
$26.5K 0.02%
292
220
$25.5K 0.02%
433
+184
221
$25.4K 0.02%
883
222
$24.8K 0.02%
325
223
$24.7K 0.02%
297
224
$21.9K 0.02%
125
225
$21.8K 0.02%
280