LB

Legacy Bridge Portfolio holdings

AUM $240M
1-Year Est. Return 49.73%
This Quarter Est. Return
1 Year Est. Return
+49.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$913K
3
+$678K
4
TEM
Tempus AI
TEM
+$582K
5
AXON icon
Axon Enterprise
AXON
+$573K

Top Sells

1
+$1.5M
2
+$1.35M
3
+$1.28M
4
AMD icon
Advanced Micro Devices
AMD
+$1.06M
5
PEP icon
PepsiCo
PEP
+$701K

Sector Composition

1 Technology 23.75%
2 Industrials 14.02%
3 Financials 11.53%
4 Consumer Discretionary 7.83%
5 Healthcare 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$16.6K 0.01%
539
227
$16.2K 0.01%
140
228
$15.3K 0.01%
266
+61
229
$14.1K 0.01%
107
+7
230
$13.7K 0.01%
245
231
$13.7K 0.01%
54
232
$13.4K 0.01%
50
233
$13.1K 0.01%
7
234
$12.1K 0.01%
440
235
$11.6K 0.01%
25
236
$11.6K 0.01%
50
237
$11.1K 0.01%
112
238
$11.1K 0.01%
180
239
$10.9K 0.01%
225
240
$9.96K 0.01%
225
241
$9.68K 0.01%
90
242
$9.67K 0.01%
56
+45
243
$9.38K 0.01%
400
244
$9.36K 0.01%
98
245
$8.85K ﹤0.01%
61
+1
246
$8.39K ﹤0.01%
300
247
$8.24K ﹤0.01%
47
248
$8.21K ﹤0.01%
150
249
$8.17K ﹤0.01%
35
250
$7.43K ﹤0.01%
90
8 9
10
11 12