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
$177M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.78M
3
+$1.72M
4
CRWD icon
CrowdStrike
CRWD
+$1.49M
5
OKTA icon
Okta
OKTA
+$1.27M

Top Sells

1
+$437K
2
+$289K
3
+$268K
4
COST icon
Costco
COST
+$226K
5
LOW icon
Lowe's Companies
LOW
+$196K

Sector Composition

1 Technology 18.44%
2 Financials 15.67%
3 Industrials 10.92%
4 Healthcare 8.13%
5 Consumer Discretionary 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$25K 0.01%
1,350
227
$24K 0.01%
1,975
228
$23K 0.01%
300
229
$23K 0.01%
200
230
$23K 0.01%
970
231
$23K 0.01%
295
232
$23K 0.01%
280
+180
233
$21K 0.01%
1,000
234
$21K 0.01%
86
235
$21K 0.01%
623
236
$20K 0.01%
539
237
$20K 0.01%
120
238
$19K 0.01%
1,000
239
$19K 0.01%
140
240
$18K 0.01%
150
241
$18K 0.01%
570
242
$18K 0.01%
245
243
$17K 0.01%
110
244
$17K 0.01%
132
245
$16K 0.01%
127
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246
$16K 0.01%
110
247
$15K 0.01%
100
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248
$15K 0.01%
451
249
$15K 0.01%
65
250
$14K 0.01%
317
8 9
10
11 12