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
$177M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1 +$2.15M
2 +$1.78M
3 +$1.72M
4
CRWD icon
CrowdStrike
CRWD
+$1.49M
5
OKTA icon
Okta
OKTA
+$1.27M

Top Sells

1 +$437K
2 +$289K
3 +$268K
4
COST icon
Costco
COST
+$226K
5
LOW icon
Lowe's Companies
LOW
+$196K

Sector Composition

1 Technology 18.44%
2 Financials 15.67%
3 Industrials 10.92%
4 Healthcare 8.13%
5 Consumer Discretionary 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$14K 0.01%
233
252
$14K 0.01%
440
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$13K 0.01%
110
254
$13K 0.01%
97
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$13K 0.01%
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$12K 0.01%
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$11K 0.01%
249
-83
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$11K 0.01%
300
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$11K 0.01%
111
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$11K 0.01%
47
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$11K 0.01%
40
263
$10K 0.01%
400
264
$10K 0.01%
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$10K 0.01%
710
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$10K 0.01%
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268
$9K 0.01%
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$8K ﹤0.01%
135
270
$8K ﹤0.01%
7
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$8K ﹤0.01%
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$7K ﹤0.01%
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$7K ﹤0.01%
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$6K ﹤0.01%
24
275
$6K ﹤0.01%
300