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
$192M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.82M
3
+$1.45M
4
LIT icon
Global X Lithium & Battery Tech ETF
LIT
+$803K
5
WMT icon
Walmart
WMT
+$569K

Top Sells

1
+$786K
2
+$575K
3
+$494K
4
AMD icon
Advanced Micro Devices
AMD
+$449K
5
COST icon
Costco
COST
+$308K

Sector Composition

1 Technology 19.11%
2 Financials 15.11%
3 Industrials 12.43%
4 Healthcare 8.25%
5 Consumer Staples 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$30K 0.02%
600
227
$30K 0.02%
110
228
$30K 0.02%
1,199
229
$29K 0.02%
580
230
$26K 0.01%
425
231
$26K 0.01%
292
-47
232
$26K 0.01%
325
233
$26K 0.01%
+125
234
$25K 0.01%
280
235
$24K 0.01%
300
236
$23K 0.01%
86
237
$22K 0.01%
800
238
$22K 0.01%
300
239
$20K 0.01%
539
240
$19K 0.01%
245
241
$19K 0.01%
140
242
$19K 0.01%
132
243
$18K 0.01%
120
244
$18K 0.01%
1,000
245
$17K 0.01%
150
246
$17K 0.01%
500
247
$17K 0.01%
451
248
$17K 0.01%
110
249
$17K 0.01%
350
250
$17K 0.01%
+139
8 9
10
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