LB
Legacy Bridge Portfolio holdings
AUM
$211M
This Quarter Return
+1.07%
1 Year Return
+39.35%
3 Year Return
+132.27%
5 Year Return
+218%
10 Year Return
–
AUM
$105M
AUM Growth
+$105M
(+1%)
Cap. Flow
+$1.43M
Cap. Flow
% of AUM
1.37%
Top 10 Holdings %
Top 10 Hldgs %
24.09%
Holding
306
New
12
Increased
24
Reduced
74
Closed
28
Top Buys
| 1 |
NVIDIA
NVDA
|
$1.05M |
| 2 |
Advanced Micro Devices
AMD
|
$1M |
| 3 |
Williams-Sonoma
WSM
|
$887K |
| 4 |
Target
TGT
|
$765K |
| 5 |
L3Harris
LHX
|
$758K |
Top Sells
| 1 |
West Bancorporation
WTBA
|
$1.28M |
| 2 |
LLL
L3 Technologies, Inc.
LLL
|
$683K |
| 3 |
TSS
Total System Services, Inc.
TSS
|
$554K |
| 4 |
Visa
V
|
$129K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$127K |
Sector Composition
| 1 | Financials | 21.61% |
| 2 | Technology | 14.41% |
| 3 | Industrials | 10.72% |
| 4 | Consumer Staples | 9.2% |
| 5 | Healthcare | 7.15% |