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
276
$2.53K ﹤0.01%
26
277
$2.51K ﹤0.01%
400
278
$2.49K ﹤0.01%
50
279
$2.48K ﹤0.01%
25
+5
280
$2.35K ﹤0.01%
8
281
$2.18K ﹤0.01%
+7
282
$2.11K ﹤0.01%
55
283
$2.04K ﹤0.01%
100
284
$2.02K ﹤0.01%
20
-1
285
$1.61K ﹤0.01%
27
+12
286
$1.42K ﹤0.01%
+4
287
$1.42K ﹤0.01%
11
288
$1.36K ﹤0.01%
+50
289
$816 ﹤0.01%
+15
290
$743 ﹤0.01%
+4
291
$515 ﹤0.01%
+2
292
$497 ﹤0.01%
+4
293
$475 ﹤0.01%
20
294
$470 ﹤0.01%
+1
295
$466 ﹤0.01%
+2
296
$438 ﹤0.01%
+4
297
$425 ﹤0.01%
+6
298
$397 ﹤0.01%
+3
299
$280 ﹤0.01%
+3
300
$183 ﹤0.01%
+2
10 11
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