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
+$6.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1 +$1.57M
2 +$765K
3 +$657K
4
AVAV icon
AeroVironment
AVAV
+$563K
5
ACN icon
Accenture
ACN
+$522K

Top Sells

1 +$575K
2 +$538K
3 +$402K
4
CELH icon
Celsius Holdings
CELH
+$249K
5
CE icon
Celanese
CE
+$234K

Sector Composition

1 Technology 26.19%
2 Industrials 15.22%
3 Financials 10.66%
4 Consumer Discretionary 7.99%
5 Healthcare 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$11.8K 0.01%
90
252
$11.7K 0.01%
205
+75
253
$11.7K 0.01%
440
254
$11.3K 0.01%
90
255
$11.3K 0.01%
+270
256
$11.2K 0.01%
400
257
$10.9K 0.01%
47
+10
258
$10.5K 0.01%
50
259
$10.4K 0.01%
98
260
$9K ﹤0.01%
35
-90
261
$8.78K ﹤0.01%
60
262
$8.48K ﹤0.01%
100
263
$8.42K ﹤0.01%
600
264
$8.38K ﹤0.01%
225
265
$8.2K ﹤0.01%
300
266
$7.28K ﹤0.01%
15
267
$7.22K ﹤0.01%
100
268
$6.88K ﹤0.01%
80
269
$6.64K ﹤0.01%
58
270
$6.37K ﹤0.01%
145
271
$5.82K ﹤0.01%
64
272
$5.6K ﹤0.01%
200
273
$5.4K ﹤0.01%
99
274
$5.14K ﹤0.01%
81
275
$5.07K ﹤0.01%
110