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
$154M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.5M
3
+$1.3M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.03M
5
CELH icon
Celsius Holdings
CELH
+$901K

Top Sells

1
+$1.43M
2
+$1.16M
3
+$902K
4
DVN icon
Devon Energy
DVN
+$740K
5
CRWD icon
CrowdStrike
CRWD
+$598K

Sector Composition

1 Technology 22.27%
2 Industrials 14.11%
3 Financials 10.68%
4 Consumer Discretionary 9.15%
5 Healthcare 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$11.1K 0.01%
100
252
$10.9K 0.01%
440
253
$10.6K 0.01%
417
254
$10K 0.01%
47
255
$9.94K 0.01%
7
256
$9.76K 0.01%
25
257
$9.42K 0.01%
200
258
$9.31K 0.01%
225
259
$8.21K 0.01%
60
260
$7.88K 0.01%
+90
261
$7.44K ﹤0.01%
97
262
$7.25K ﹤0.01%
82
263
$7.11K ﹤0.01%
110
264
$7.03K ﹤0.01%
50
265
$6.67K ﹤0.01%
99
266
$6.15K ﹤0.01%
125
267
$5.97K ﹤0.01%
400
-75
268
$5.61K ﹤0.01%
23
269
$5.29K ﹤0.01%
70
270
$5.22K ﹤0.01%
81
271
$5.11K ﹤0.01%
58
272
$5.1K ﹤0.01%
64
273
$4.88K ﹤0.01%
145
-42,435
274
$4.87K ﹤0.01%
100
275
$4.69K ﹤0.01%
138
9 10
11
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