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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
301
$1.2K ﹤0.01%
4
+2
302
$1.18K ﹤0.01%
12
+9
303
$927 ﹤0.01%
4
304
$863 ﹤0.01%
15
305
$784 ﹤0.01%
20
306
$475 ﹤0.01%
1
307
$461 ﹤0.01%
4
308
$458 ﹤0.01%
4
309
$421 ﹤0.01%
2
310
$398 ﹤0.01%
6
311
$191 ﹤0.01%
2
312
$170 ﹤0.01%
6
313
– –
-4,669
314
– –
-225
315
– –
-100
316
– –
-6,768
317
– –
-2,332
9 10 11 12
13