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
$171M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1 +$1.83M
2 +$1.5M
3 +$1.38M
4
PLTR icon
Palantir
PLTR
+$1.3M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$840K

Top Sells

1 +$1.66M
2 +$1.04M
3 +$1.02M
4
KEY icon
KeyCorp
KEY
+$1.01M
5
LLY icon
Eli Lilly
LLY
+$796K

Sector Composition

1 Technology 25.64%
2 Industrials 13.89%
3 Consumer Discretionary 10.02%
4 Financials 9.13%
5 Healthcare 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$46.4K 0.03%
250
202
$45.7K 0.03%
1,055
203
$44.3K 0.03%
1,200
204
$44.3K 0.03%
1,199
205
$43.4K 0.03%
505
206
$43.1K 0.03%
350
207
$41K 0.02%
13
208
$40.1K 0.02%
246
+11
209
$38.9K 0.02%
400
+100
210
$36.9K 0.02%
1,298
211
$36.3K 0.02%
800
212
$35.7K 0.02%
500
213
$35.2K 0.02%
1,530
214
$34.8K 0.02%
200
215
$34.1K 0.02%
125
216
$32K 0.02%
72
+64
217
$31.5K 0.02%
250
218
$31K 0.02%
128
219
$30.3K 0.02%
1,554
220
$30.3K 0.02%
883
221
$29.1K 0.02%
500
222
$29K 0.02%
100
223
$28.9K 0.02%
313
224
$28.6K 0.02%
525
225
$28.2K 0.02%
292