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
$154M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1 +$1.54M
2 +$1.5M
3 +$1.3M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.03M
5
CELH icon
Celsius Holdings
CELH
+$901K

Top Sells

1 +$1.43M
2 +$1.16M
3 +$902K
4
DVN icon
Devon Energy
DVN
+$740K
5
CRWD icon
CrowdStrike
CRWD
+$598K

Sector Composition

1 Technology 22.27%
2 Industrials 14.11%
3 Financials 10.68%
4 Consumer Discretionary 9.15%
5 Healthcare 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$23.2K 0.02%
313
227
$22.9K 0.01%
500
228
$22.6K 0.01%
110
229
$22.6K 0.01%
86
230
$21.8K 0.01%
255
-25
231
$21.4K 0.01%
161
232
$19.5K 0.01%
500
233
$18K 0.01%
132
234
$18K 0.01%
59
235
$17.7K 0.01%
5
236
$17.7K 0.01%
111
237
$17.4K 0.01%
431
238
$17.3K 0.01%
539
239
$17.2K 0.01%
600
240
$17.1K 0.01%
40
241
$17K 0.01%
+136
242
$16.9K 0.01%
150
243
$16.8K 0.01%
200
244
$16.1K 0.01%
140
245
$15.6K 0.01%
60
246
$14.9K 0.01%
317
247
$14.4K 0.01%
110
248
$13.6K 0.01%
233
249
$13.6K 0.01%
135
250
$11.5K 0.01%
245