LB

Legacy Bridge Portfolio holdings

AUM $240M
1-Year Est. Return 49.73%
This Quarter Est. Return
1 Year Est. Return
+49.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$913K
3
+$678K
4
TEM
Tempus AI
TEM
+$582K
5
AXON icon
Axon Enterprise
AXON
+$573K

Top Sells

1
+$1.5M
2
+$1.35M
3
+$1.28M
4
AMD icon
Advanced Micro Devices
AMD
+$1.06M
5
PEP icon
PepsiCo
PEP
+$701K

Sector Composition

1 Technology 23.75%
2 Industrials 14.02%
3 Financials 11.53%
4 Consumer Discretionary 7.83%
5 Healthcare 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.85M 1.03%
11,168
+105
27
$1.85M 1.03%
6,930
28
$1.85M 1.03%
9,259
+719
29
$1.84M 1.03%
7,206
+1,201
30
$1.81M 1.01%
32,890
31
$1.8M 1%
3,414
+1,089
32
$1.7M 0.95%
23,573
+915
33
$1.67M 0.93%
32,820
-151
34
$1.65M 0.92%
10,986
-100
35
$1.64M 0.92%
10,396
36
$1.59M 0.89%
13,355
+350
37
$1.57M 0.88%
18,439
+400
38
$1.56M 0.87%
10,162
39
$1.56M 0.87%
25,058
+4,050
40
$1.52M 0.85%
9,730
+480
41
$1.5M 0.84%
18,554
-600
42
$1.48M 0.83%
8,858
+200
43
$1.48M 0.82%
18,735
+340
44
$1.47M 0.82%
9,730
45
$1.46M 0.82%
1,794
-35
46
$1.43M 0.8%
1,506
-45
47
$1.41M 0.79%
14,023
48
$1.41M 0.79%
16,788
+460
49
$1.4M 0.78%
17,667
+7
50
$1.39M 0.77%
9,690
+568
1
2
3 4 5