LB

Legacy Bridge Portfolio holdings

AUM $246M
1-Year Est. Return 44.05%
This Quarter Est. Return
1 Year Est. Return
+44.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$211M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$1.1M
3
+$725K
4
NVDA icon
NVIDIA
NVDA
+$489K
5
AVGO icon
Broadcom
AVGO
+$321K

Top Sells

1
+$1.08M
2
+$1.07M
3
+$1.06M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$825K
5
KNX icon
Knight Transportation
KNX
+$696K

Sector Composition

1 Technology 27.02%
2 Industrials 16.63%
3 Financials 10.99%
4 Consumer Discretionary 6.85%
5 Healthcare 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$11.4K 0.01%
90
252
$11.3K 0.01%
98
253
$11.1K 0.01%
63
+7
254
$9.97K ﹤0.01%
400
255
$9.87K ﹤0.01%
47
256
$9.58K ﹤0.01%
60
-1
257
$9.13K ﹤0.01%
35
258
$7.95K ﹤0.01%
300
259
$7.87K ﹤0.01%
135
260
$7.62K ﹤0.01%
161
+16
261
$6.32K ﹤0.01%
58
262
$6.28K ﹤0.01%
81
263
$5.82K ﹤0.01%
64
264
$4.86K ﹤0.01%
25
265
$4.82K ﹤0.01%
100
266
$4.22K ﹤0.01%
125
267
$4.22K ﹤0.01%
30
268
$4.17K ﹤0.01%
200
269
$4.02K ﹤0.01%
37
270
$3.94K ﹤0.01%
50
271
$3.87K ﹤0.01%
50
272
$3.6K ﹤0.01%
35
273
$3.11K ﹤0.01%
17
274
$3.08K ﹤0.01%
28
275
$3.07K ﹤0.01%
11
+1
9 10
11
12 13