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
$154M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.5M
3
+$1.3M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.03M
5
CELH icon
Celsius Holdings
CELH
+$901K

Top Sells

1
+$1.43M
2
+$1.16M
3
+$902K
4
DVN icon
Devon Energy
DVN
+$740K
5
CRWD icon
CrowdStrike
CRWD
+$598K

Sector Composition

1 Technology 22.27%
2 Industrials 14.11%
3 Financials 10.68%
4 Consumer Discretionary 9.15%
5 Healthcare 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.6M 1.04%
37,290
-850
27
$1.56M 1.01%
2,960
28
$1.55M 1%
28,160
-2,150
29
$1.54M 1%
+17,525
30
$1.51M 0.98%
3,270
-12
31
$1.5M 0.97%
+1,984
32
$1.48M 0.96%
14,696
33
$1.48M 0.96%
10,237
-20
34
$1.48M 0.96%
25,635
-561
35
$1.46M 0.95%
1,814
-315
36
$1.45M 0.94%
8,549
37
$1.44M 0.93%
18,560
-120
38
$1.42M 0.92%
9,508
-250
39
$1.41M 0.91%
2,753
40
$1.4M 0.91%
24,344
41
$1.36M 0.88%
28,489
+79
42
$1.32M 0.86%
5,712
-857
43
$1.32M 0.86%
17,080
-95
44
$1.31M 0.85%
3,882
-75
45
$1.31M 0.85%
4,974
46
$1.3M 0.84%
+45,850
47
$1.29M 0.83%
7,459
-615
48
$1.28M 0.83%
11,011
49
$1.26M 0.82%
1,556
-5
50
$1.25M 0.81%
7,770
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