LB

Legacy Bridge Portfolio holdings

AUM $240M
1-Year Est. Return 49.73%
This Quarter Est. Return
1 Year Est. Return
+49.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
-$1.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.29M
3
+$1.27M
4
XOM icon
Exxon Mobil
XOM
+$1.04M
5
NU icon
Nu Holdings
NU
+$828K

Top Sells

1
+$1.25M
2
+$1.08M
3
+$1.08M
4
RHI icon
Robert Half
RHI
+$1.03M
5
PXD
Pioneer Natural Resource Co.
PXD
+$1.03M

Sector Composition

1 Technology 27.67%
2 Industrials 12.72%
3 Financials 9.35%
4 Consumer Discretionary 8.6%
5 Healthcare 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$31.3K 0.02%
500
202
$31.1K 0.02%
292
203
$31.1K 0.02%
125
204
$31.1K 0.02%
1,554
205
$30.5K 0.02%
800
206
$30.5K 0.02%
250
207
$30K 0.02%
100
208
$29.7K 0.02%
883
209
$27.8K 0.02%
525
210
$27.6K 0.02%
500
211
$25.4K 0.02%
579
212
$24.8K 0.01%
110
213
$24.7K 0.01%
15
+2
214
$24.1K 0.01%
250
-375
215
$23.1K 0.01%
111
216
$23K 0.01%
295
217
$22.7K 0.01%
161
218
$22.5K 0.01%
255
219
$21.4K 0.01%
431
220
$21.1K 0.01%
295
-30
221
$20.1K 0.01%
85
222
$19.7K 0.01%
25
223
$19.6K 0.01%
150
224
$19.2K 0.01%
132
225
$18.5K 0.01%
40
7 8
9
10 11