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
$150M
AUM Growth
+$6.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$1.11M
3
+$600K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$165K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$164K

Top Sells

1
+$1.45M
2
+$531K
3
+$502K
4
BIIB icon
Biogen
BIIB
+$362K
5
SMTC icon
Semtech
SMTC
+$254K

Sector Composition

1 Technology 19.93%
2 Industrials 15.23%
3 Financials 10.7%
4 Healthcare 8.81%
5 Consumer Discretionary 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$37.3K 0.02%
650
202
$36K 0.02%
+200
203
$35.3K 0.02%
1,298
204
$35.2K 0.02%
1,860
205
$35.2K 0.02%
1,199
206
$33.4K 0.02%
235
207
$32.4K 0.02%
13
208
$32.2K 0.02%
300
209
$31.3K 0.02%
71
210
$30.9K 0.02%
500
211
$30.1K 0.02%
612
-37
212
$29.5K 0.02%
292
213
$29.2K 0.02%
295
214
$28.8K 0.02%
1,554
215
$28.2K 0.02%
125
216
$27.7K 0.02%
883
217
$25.7K 0.02%
500
-525
218
$25.7K 0.02%
525
-1,000
219
$24.8K 0.02%
100
220
$24.7K 0.02%
297
221
$24.1K 0.02%
325
222
$23.4K 0.02%
313
223
$23.2K 0.02%
280
224
$22.8K 0.02%
550
225
$21.6K 0.01%
+2,000
7 8
9
10 11