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
276
$2.42K ﹤0.01%
50
277
$2.4K ﹤0.01%
8
-59
278
$1.98K ﹤0.01%
20
+15
279
$1.87K ﹤0.01%
21
280
$1.63K ﹤0.01%
30
281
$1.4K ﹤0.01%
11
282
$799 ﹤0.01%
15
283
$345 ﹤0.01%
+20
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+3
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$181 ﹤0.01%
+2
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+5
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+1
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+3
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$167 ﹤0.01%
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$166 ﹤0.01%
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2
-12,966
299
$161 ﹤0.01%
+3
300
$160 ﹤0.01%
3
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10 11
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