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
26
$1.77M 0.92%
3,526
-18
27
$1.76M 0.92%
9,642
+50
28
$1.75M 0.91%
20,336
+45
29
$1.75M 0.91%
7,660
-45
30
$1.73M 0.9%
3,040
-542
31
$1.72M 0.9%
7,734
+100
32
$1.71M 0.89%
8,222
33
$1.71M 0.89%
2,559
-33
34
$1.68M 0.88%
4,824
+10
35
$1.67M 0.87%
20,155
+1,370
36
$1.65M 0.86%
5,613
37
$1.64M 0.85%
4,780
+60
38
$1.62M 0.84%
44,960
-2,000
39
$1.55M 0.81%
32,214
+11,790
40
$1.54M 0.8%
30,091
-1,100
41
$1.52M 0.79%
8,781
+60
42
$1.46M 0.76%
8,740
-20
43
$1.45M 0.75%
+23,740
44
$1.43M 0.75%
15,330
45
$1.41M 0.73%
13,215
-1,900
46
$1.4M 0.73%
1,529
+21
47
$1.39M 0.72%
22,263
48
$1.38M 0.72%
10,222
+30
49
$1.38M 0.72%
6,660
+25
50
$1.36M 0.71%
11,111
+1,000
1
2
3 4 5