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
$179M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1 +$1.03M
2 +$913K
3 +$678K
4
TEM
Tempus AI
TEM
+$582K
5
AXON icon
Axon Enterprise
AXON
+$573K

Top Sells

1 +$1.5M
2 +$1.35M
3 +$1.28M
4
AMD icon
Advanced Micro Devices
AMD
+$1.06M
5
PEP icon
PepsiCo
PEP
+$701K

Sector Composition

1 Technology 23.75%
2 Industrials 14.02%
3 Financials 11.53%
4 Consumer Discretionary 7.83%
5 Healthcare 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GSIE icon
201
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.52B
$31.5K 0.02%
883
PGR icon
202
Progressive
PGR
$127B
$31.4K 0.02%
111
EFV icon
203
iShares MSCI EAFE Value ETF
EFV
$27.8B
$30.9K 0.02%
525
COR icon
204
Cencora
COR
$64.9B
$30.8K 0.02%
111
+1
ILF icon
205
iShares Latin America 40 ETF
ILF
$1.91B
$30.6K 0.02%
1,298
ACGL icon
206
Arch Capital
ACGL
$32.2B
$30.1K 0.02%
313
IJT icon
207
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.39B
$29.4K 0.02%
236
SBUX icon
208
Starbucks
SBUX
$98.8B
$28.9K 0.02%
295
ORLY icon
209
O'Reilly Automotive
ORLY
$81.5B
$28.7K 0.02%
300
-540
CGW icon
210
Invesco S&P Global Water Index ETF
CGW
$1.04B
$27.8K 0.02%
500
CAH icon
211
Cardinal Health
CAH
$38.6B
$27.6K 0.02%
200
-465
DOW icon
212
Dow Inc
DOW
$18.4B
$27.1K 0.02%
777
-381
DKNG icon
213
DraftKings
DKNG
$16.5B
$26.6K 0.01%
800
VNQ icon
214
Vanguard Real Estate ETF
VNQ
$34.7B
$25.9K 0.01%
286
+82
DFS
215
DELISTED
Discover Financial Services
DFS
$25.6K 0.01%
150
FDX icon
216
FedEx
FDX
$58.2B
$24.4K 0.01%
100
JEF icon
217
Jefferies Financial Group
JEF
$11.7B
$23.1K 0.01%
431
TPL icon
218
Texas Pacific Land
TPL
$21.5B
$22.5K 0.01%
17
SYY icon
219
Sysco
SYY
$37B
$22.3K 0.01%
297
+2
XLB icon
220
Materials Select Sector SPDR Fund
XLB
$5.48B
$21.9K 0.01%
255
WSO icon
221
Watsco Inc
WSO
$14.7B
$20.3K 0.01%
40
IBDS icon
222
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.38B
$20.2K 0.01%
837
+655
COF icon
223
Capital One
COF
$143B
$19.9K 0.01%
111
+1
XLV icon
224
Health Care Select Sector SPDR Fund
XLV
$36B
$19.3K 0.01%
132
IGF icon
225
iShares Global Infrastructure ETF
IGF
$8.35B
$17.3K 0.01%
317