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
$140M
AUM Growth
-$9.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1 +$1.17M
2 +$1.08M
3 +$101K
4
COST icon
Costco
COST
+$42.4K
5
CAT icon
Caterpillar
CAT
+$41K

Top Sells

1 +$1.97M
2 +$1M
3 +$768K
4
AMD icon
Advanced Micro Devices
AMD
+$722K
5
DG icon
Dollar General
DG
+$383K

Sector Composition

1 Technology 19.43%
2 Industrials 14.05%
3 Financials 10.64%
4 Healthcare 9.99%
5 Consumer Discretionary 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$35.7K 0.03%
612
202
$34.7K 0.02%
650
203
$34K 0.02%
1,860
204
$33.2K 0.02%
1,298
205
$33K 0.02%
13
206
$32.4K 0.02%
235
207
$31.8K 0.02%
200
208
$30.4K 0.02%
300
209
$30.1K 0.02%
500
210
$29.7K 0.02%
292
211
$29K 0.02%
1,554
212
$26.9K 0.02%
295
213
$26.8K 0.02%
71
214
$26.5K 0.02%
883
215
$26.5K 0.02%
100
216
$25.7K 0.02%
525
217
$25.3K 0.02%
125
218
$24.9K 0.02%
313
219
$23.6K 0.02%
800
220
$23.3K 0.02%
500
221
$22K 0.02%
280
222
$21.7K 0.02%
297
223
$21.5K 0.02%
325
224
$20.8K 0.01%
2,000
225
$20.2K 0.01%
86