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
+$6.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$765K
3
+$657K
4
AVAV icon
AeroVironment
AVAV
+$563K
5
ACN icon
Accenture
ACN
+$522K

Top Sells

1
+$575K
2
+$538K
3
+$402K
4
CELH icon
Celsius Holdings
CELH
+$249K
5
CE icon
Celanese
CE
+$234K

Sector Composition

1 Technology 26.19%
2 Industrials 15.22%
3 Financials 10.66%
4 Consumer Discretionary 7.99%
5 Healthcare 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.93M 1%
10,396
27
$1.89M 0.98%
8,540
+15
28
$1.87M 0.97%
23,672
29
$1.76M 0.92%
9,250
30
$1.75M 0.91%
32,890
31
$1.73M 0.9%
6,005
+40
32
$1.73M 0.9%
19,154
+25
33
$1.72M 0.9%
1,829
34
$1.7M 0.89%
18,395
35
$1.69M 0.88%
3,996
-90
36
$1.69M 0.88%
11,086
37
$1.62M 0.84%
9,122
38
$1.6M 0.83%
9,730
39
$1.59M 0.83%
18,039
40
$1.59M 0.83%
1,551
41
$1.58M 0.82%
32,971
42
$1.57M 0.82%
7,570
43
$1.57M 0.82%
12,968
44
$1.56M 0.81%
10,162
45
$1.53M 0.8%
6,930
46
$1.5M 0.78%
2,968
47
$1.43M 0.75%
67,030
+100
48
$1.4M 0.73%
13,005
49
$1.39M 0.73%
10,781
50
$1.38M 0.72%
1,995
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2
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