LB

Legacy Bridge Portfolio holdings

AUM $240M
1-Year Est. Return 49.73%
This Quarter Est. Return
1 Year Est. Return
+49.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$913K
3
+$678K
4
TEM
Tempus AI
TEM
+$582K
5
AXON icon
Axon Enterprise
AXON
+$573K

Top Sells

1
+$1.5M
2
+$1.35M
3
+$1.28M
4
AMD icon
Advanced Micro Devices
AMD
+$1.06M
5
PEP icon
PepsiCo
PEP
+$701K

Sector Composition

1 Technology 23.75%
2 Industrials 14.02%
3 Financials 11.53%
4 Consumer Discretionary 7.83%
5 Healthcare 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$7.21K ﹤0.01%
135
+25
252
$6.75K ﹤0.01%
58
253
$6.56K ﹤0.01%
+110
254
$6.05K ﹤0.01%
145
255
$6K ﹤0.01%
64
256
$5.96K ﹤0.01%
270
257
$5.69K ﹤0.01%
81
258
$5.22K ﹤0.01%
125
-457
259
$4.7K ﹤0.01%
25
+13
260
$4.37K ﹤0.01%
100
261
$3.95K ﹤0.01%
+50
262
$3.91K ﹤0.01%
50
263
$3.83K ﹤0.01%
50
264
$3.65K ﹤0.01%
35
265
$3.57K ﹤0.01%
37
266
$3.49K ﹤0.01%
400
267
$3.12K ﹤0.01%
10
268
$3.11K ﹤0.01%
28
269
$3.11K ﹤0.01%
+12
270
$3.04K ﹤0.01%
200
271
$2.65K ﹤0.01%
30
272
$2.54K ﹤0.01%
100
273
$2.48K ﹤0.01%
26
274
$2.47K ﹤0.01%
17
275
$2.42K ﹤0.01%
55
9 10
11
12 13