We are live on ! Find out more
LB

Legacy Bridge Portfolio holdings

AUM $262M
1-Year Est. Return 56.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+56.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$240M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$1.02M
3
+$1.02M
4
CELH icon
Celsius Holdings
CELH
+$892K
5
IONQ icon
IonQ
IONQ
+$530K

Top Sells

1
+$1.04M
2
+$773K
3
+$707K
4
SKX
Skechers
SKX
+$427K
5
WTBA icon
West Bancorporation
WTBA
+$100K

Sector Composition

1 Technology 29.04%
2 Industrials 16.01%
3 Financials 10.27%
4 Consumer Discretionary 6.69%
5 Healthcare 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$14.9K 0.01%
50
252
$14.7K 0.01%
440
253
$14.6K 0.01%
47
254
$14.6K 0.01%
98
255
$14.2K 0.01%
100
256
$13.4K 0.01%
7
257
$13.2K 0.01%
160
258
$12.1K 0.01%
60
259
$11.9K 0.01%
25
260
$11.6K ﹤0.01%
90
261
$10.8K ﹤0.01%
35
262
$9.34K ﹤0.01%
181
+20
263
$9.11K ﹤0.01%
147
+120
264
$8.19K ﹤0.01%
300
265
$7.97K ﹤0.01%
+700
266
$7.92K ﹤0.01%
400
267
$7.89K ﹤0.01%
145
+10
268
$6.85K ﹤0.01%
200
269
$6.46K ﹤0.01%
81
270
$6.23K ﹤0.01%
58
271
$5.87K ﹤0.01%
17
+10
272
$5.34K ﹤0.01%
100
273
$5.33K ﹤0.01%
+275
274
$5.12K ﹤0.01%
64
275
$5.09K ﹤0.01%
25
9 10
11
12 13