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LB

Legacy Bridge Portfolio holdings

AUM $262M
1-Year Est. Return 56.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+56.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$240M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$1.02M
3
+$1.02M
4
CELH icon
Celsius Holdings
CELH
+$892K
5
IONQ icon
IonQ
IONQ
+$530K

Top Sells

1
+$1.04M
2
+$773K
3
+$707K
4
SKX
Skechers
SKX
+$427K
5
WTBA icon
West Bancorporation
WTBA
+$100K

Sector Composition

1 Technology 29.04%
2 Industrials 16.01%
3 Financials 10.27%
4 Consumer Discretionary 6.69%
5 Healthcare 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$28.2K 0.01%
431
227
$27.4K 0.01%
111
228
$27.1K 0.01%
400
229
$27.1K 0.01%
+215
230
$25K 0.01%
295
231
$24.3K 0.01%
295
232
$23.6K 0.01%
100
233
$22.9K 0.01%
510
234
$22.3K 0.01%
244
235
$20.9K 0.01%
100
236
$20K 0.01%
140
237
$19.4K 0.01%
317
238
$19.1K 0.01%
107
239
$19K 0.01%
54
240
$18.9K 0.01%
225
241
$18.4K 0.01%
132
242
$16.4K 0.01%
279
243
$16.3K 0.01%
711
-66
244
$16.2K 0.01%
40
245
$15.9K 0.01%
112
246
$15.9K 0.01%
539
247
$15.9K 0.01%
51
248
$15.1K 0.01%
180
249
$15K 0.01%
+187
250
$15K 0.01%
245
8 9
10
11 12