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
+$6.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1 +$1.57M
2 +$765K
3 +$657K
4
AVAV icon
AeroVironment
AVAV
+$563K
5
ACN icon
Accenture
ACN
+$522K

Top Sells

1 +$575K
2 +$538K
3 +$402K
4
CELH icon
Celsius Holdings
CELH
+$249K
5
CE icon
Celanese
CE
+$234K

Sector Composition

1 Technology 26.19%
2 Industrials 15.22%
3 Financials 10.66%
4 Consumer Discretionary 7.99%
5 Healthcare 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$23.2K 0.01%
250
227
$22.6K 0.01%
295
228
$22.3K 0.01%
582
229
$21.5K 0.01%
255
230
$20.1K 0.01%
67
231
$19.9K 0.01%
180
232
$19.6K 0.01%
110
233
$19K 0.01%
40
234
$18.8K 0.01%
+17
235
$18.3K 0.01%
161
236
$18.2K 0.01%
204
237
$18.2K 0.01%
132
238
$17.6K 0.01%
150
239
$17.1K 0.01%
539
240
$16.7K 0.01%
50
241
$16.6K 0.01%
317
242
$16.4K 0.01%
106
+35
243
$16.2K 0.01%
54
244
$16K 0.01%
140
245
$16K 0.01%
112
+20
246
$13.8K 0.01%
225
247
$13.8K 0.01%
+100
248
$13.2K 0.01%
245
249
$12.1K 0.01%
7
250
$11.8K 0.01%
25