LB

Legacy Bridge Portfolio holdings

AUM $246M
1-Year Est. Return 44.05%
This Quarter Est. Return
1 Year Est. Return
+44.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$211M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1 +$1.3M
2 +$1.1M
3 +$725K
4
NVDA icon
NVIDIA
NVDA
+$489K
5
AVGO icon
Broadcom
AVGO
+$321K

Top Sells

1 +$1.08M
2 +$1.07M
3 +$1.06M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$825K
5
KNX icon
Knight Transportation
KNX
+$696K

Sector Composition

1 Technology 27.02%
2 Industrials 16.63%
3 Financials 10.99%
4 Consumer Discretionary 6.85%
5 Healthcare 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$21.7K 0.01%
244
-42
227
$20.6K 0.01%
777
228
$19.3K 0.01%
+100
229
$18.8K 0.01%
140
230
$18.8K 0.01%
317
231
$18K 0.01%
51
232
$17.8K 0.01%
132
233
$17.7K 0.01%
40
234
$17.2K 0.01%
190
+80
235
$16.6K 0.01%
54
236
$16.2K 0.01%
539
237
$15.8K 0.01%
279
+13
238
$15K 0.01%
112
239
$14.4K 0.01%
50
240
$14.3K 0.01%
+160
241
$14K 0.01%
7
242
$13.9K 0.01%
180
243
$13.8K 0.01%
245
244
$13.3K 0.01%
440
245
$13.1K 0.01%
225
246
$13K 0.01%
225
247
$12.5K 0.01%
25
248
$12.3K 0.01%
+100
249
$12.1K 0.01%
107
250
$11.6K 0.01%
270