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
$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
OKLO
26
Oklo
OKLO
$20.1B
$2.1M 1%
37,520
+1,055
IWO icon
27
iShares Russell 2000 Growth ETF
IWO
$13.4B
$2.06M 0.98%
7,203
-3
DE icon
28
Deere & Co
DE
$128B
$2.06M 0.98%
4,047
-19
HD icon
29
Home Depot
HD
$385B
$1.99M 0.95%
5,432
+15
VEA icon
30
Vanguard FTSE Developed Markets ETF
VEA
$180B
$1.92M 0.91%
33,704
+884
IWM icon
31
iShares Russell 2000 ETF
IWM
$71.6B
$1.92M 0.91%
8,894
-365
LEU icon
32
Centrus Energy
LEU
$6.97B
$1.88M 0.89%
10,279
-100
LOW icon
33
Lowe's Companies
LOW
$136B
$1.8M 0.85%
8,110
-26
TSCO icon
34
Tractor Supply
TSCO
$29.8B
$1.74M 0.82%
32,890
VXUS icon
35
Vanguard Total International Stock ETF
VXUS
$108B
$1.73M 0.82%
25,059
+1
IWR icon
36
iShares Russell Mid-Cap ETF
IWR
$45.2B
$1.72M 0.82%
18,694
+255
GOOG icon
37
Alphabet (Google) Class C
GOOG
$3.15T
$1.71M 0.81%
9,630
-100
WSM icon
38
Williams-Sonoma
WSM
$23B
$1.67M 0.79%
10,196
-200
AAPL icon
39
Apple
AAPL
$3.9T
$1.66M 0.79%
8,092
-544
DLR icon
40
Digital Realty Trust
DLR
$61.5B
$1.64M 0.78%
9,420
-270
ASML icon
41
ASML
ASML
$401B
$1.62M 0.77%
2,016
-70
NDAQ icon
42
Nasdaq
NDAQ
$50.5B
$1.61M 0.77%
18,060
QCOM icon
43
Qualcomm
QCOM
$182B
$1.58M 0.75%
9,940
-222
BLK icon
44
Blackrock
BLK
$176B
$1.57M 0.74%
1,492
-14
TMUS icon
45
T-Mobile US
TMUS
$244B
$1.56M 0.74%
6,560
-370
NXPI icon
46
NXP Semiconductors
NXPI
$55.3B
$1.54M 0.73%
7,041
-249
BK icon
47
Bank of New York Mellon
BK
$75.3B
$1.53M 0.73%
16,788
BSX icon
48
Boston Scientific
BSX
$150B
$1.51M 0.71%
14,023
NFG icon
49
National Fuel Gas
NFG
$7.38B
$1.5M 0.71%
17,667
VST icon
50
Vistra
VST
$68.3B
$1.49M 0.71%
7,710
-165
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