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
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.82M
3
+$1.45M
4
LIT icon
Global X Lithium & Battery Tech ETF
LIT
+$803K
5
WMT icon
Walmart
WMT
+$569K

Top Sells

1
+$786K
2
+$575K
3
+$494K
4
AMD icon
Advanced Micro Devices
AMD
+$449K
5
COST icon
Costco
COST
+$308K

Sector Composition

1 Technology 19.11%
2 Financials 15.11%
3 Industrials 12.43%
4 Healthcare 8.25%
5 Consumer Staples 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$16K 0.01%
110
252
$16K 0.01%
570
253
$16K 0.01%
127
254
$15K 0.01%
110
255
$15K 0.01%
317
256
$15K 0.01%
233
257
$14K 0.01%
313
258
$14K 0.01%
239
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$14K 0.01%
300
260
$13K 0.01%
97
261
$13K 0.01%
440
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$13K 0.01%
40
263
$12K 0.01%
60
264
$12K 0.01%
5
265
$12K 0.01%
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$12K 0.01%
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$11K 0.01%
145
268
$11K 0.01%
111
269
$11K 0.01%
100
270
$11K 0.01%
417
+117
271
$11K 0.01%
47
272
$11K 0.01%
200
273
$10K 0.01%
500
274
$10K 0.01%
25
275
$10K 0.01%
82
9 10
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12 13