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
$177M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.78M
3
+$1.72M
4
CRWD icon
CrowdStrike
CRWD
+$1.49M
5
OKTA icon
Okta
OKTA
+$1.27M

Top Sells

1
+$437K
2
+$289K
3
+$268K
4
COST icon
Costco
COST
+$226K
5
LOW icon
Lowe's Companies
LOW
+$196K

Sector Composition

1 Technology 18.44%
2 Financials 15.67%
3 Industrials 10.92%
4 Healthcare 8.13%
5 Consumer Discretionary 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.66M 0.94%
4,708
+65
27
$1.62M 0.91%
8,330
-1,010
28
$1.61M 0.91%
10,725
+6,545
29
$1.61M 0.91%
31,191
-600
30
$1.58M 0.9%
7,705
-50
31
$1.57M 0.89%
23,488
-1,050
32
$1.55M 0.88%
6,533
+375
33
$1.55M 0.88%
17,390
34
$1.5M 0.85%
7,687
-750
35
$1.49M 0.85%
+5,945
36
$1.49M 0.84%
18,760
+350
37
$1.48M 0.84%
14,825
-4,370
38
$1.48M 0.84%
6,335
+190
39
$1.47M 0.83%
8,520
-140
40
$1.42M 0.8%
6,513
+65
41
$1.41M 0.8%
3,514
-75
42
$1.38M 0.78%
3,480
-570
43
$1.37M 0.78%
9,592
-160
44
$1.32M 0.75%
18,701
45
$1.31M 0.74%
1,495
+40
46
$1.3M 0.74%
5,740
47
$1.28M 0.73%
2,792
-100
48
$1.28M 0.73%
2,542
-57
49
$1.28M 0.72%
7,759
50
$1.27M 0.72%
15,416
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