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
1
$5.42M 3.17%
304,179
-3,500
2
$4.86M 2.84%
53,750
-4,080
3
$3.96M 2.32%
29,870
-2,510
4
$3.68M 2.15%
8,750
-4
5
$3.61M 2.11%
35,750
-10,100
6
$3.34M 1.95%
4,290
-1,023
7
$3.09M 1.81%
17,134
+84
8
$2.91M 1.7%
6,916
+1,457
9
$2.89M 1.69%
9,242
-73
10
$2.72M 1.59%
37,456
+60
11
$2.61M 1.53%
7,136
+6
12
$2.42M 1.42%
13,418
-27
13
$2.33M 1.37%
14,696
14
$2.13M 1.24%
8,345
-90
15
$2.06M 1.2%
11,101
-64
16
$2.04M 1.19%
5,324
+148
17
$2.04M 1.19%
33,938
+1,574
18
$1.95M 1.14%
2,667
-15
19
$1.95M 1.14%
17,680
+155
20
$1.94M 1.13%
1,995
+11
21
$1.88M 1.1%
3,389
+119
22
$1.88M 1.1%
7,570
23
$1.83M 1.07%
+22,458
24
$1.79M 1.05%
8,530
+1
25
$1.73M 1.01%
33,065
-4,225
1
2 3 4 5