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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
276
$4.38K ﹤0.01%
37
277
$4.3K ﹤0.01%
125
278
$3.95K ﹤0.01%
50
279
$3.9K ﹤0.01%
50
280
$3.48K ﹤0.01%
17
281
$3.38K ﹤0.01%
35
282
$3.21K ﹤0.01%
400
283
$3.12K ﹤0.01%
28
284
$3.1K ﹤0.01%
11
285
$2.81K ﹤0.01%
30
286
$2.68K ﹤0.01%
55
287
$2.62K ﹤0.01%
50
288
$2.6K ﹤0.01%
21
+20
289
$2.55K ﹤0.01%
26
290
$2.51K ﹤0.01%
25
291
$2.43K ﹤0.01%
21
292
$2.31K ﹤0.01%
8
293
$2.1K ﹤0.01%
+50
294
$1.86K ﹤0.01%
11
295
$1.68K ﹤0.01%
+35
296
$1.61K ﹤0.01%
50
297
$1.47K ﹤0.01%
+30
298
$1.37K ﹤0.01%
4
299
$1.34K ﹤0.01%
8
+7
300
$1.26K ﹤0.01%
9
+6
9 10 11
12
13