LB

Legacy Bridge Portfolio holdings

AUM $211M
1-Year Est. Return 39.35%
This Quarter Est. Return
1 Year Est. Return
+39.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$192M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.82M
3
+$1.45M
4
LIT icon
Global X Lithium & Battery Tech ETF
LIT
+$803K
5
WMT icon
Walmart
WMT
+$569K

Top Sells

1
+$786K
2
+$575K
3
+$494K
4
AMD icon
Advanced Micro Devices
AMD
+$449K
5
COST icon
Costco
COST
+$308K

Sector Composition

1 Technology 19.11%
2 Financials 15.11%
3 Industrials 12.43%
4 Healthcare 8.25%
5 Consumer Staples 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$4K ﹤0.01%
98
302
$4K ﹤0.01%
143
303
$4K ﹤0.01%
150
304
$3K ﹤0.01%
30
-9
305
$2K ﹤0.01%
10
306
$2K ﹤0.01%
+63
307
$2K ﹤0.01%
110
308
$2K ﹤0.01%
51
309
$1K ﹤0.01%
18
310
– –
-525
311
$0 ﹤0.01%
15
312
$0 ﹤0.01%
54
313
– –
-2,125
314
– –
-1
9 10 11 12
13