LB

Legacy Bridge Portfolio holdings

AUM $246M
1-Year Est. Return 44.05%
This Quarter Est. Return
1 Year Est. Return
+44.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$211M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$1.1M
3
+$725K
4
NVDA icon
NVIDIA
NVDA
+$489K
5
AVGO icon
Broadcom
AVGO
+$321K

Top Sells

1
+$1.08M
2
+$1.07M
3
+$1.06M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$825K
5
KNX icon
Knight Transportation
KNX
+$696K

Sector Composition

1 Technology 27.02%
2 Industrials 16.63%
3 Financials 10.99%
4 Consumer Discretionary 6.85%
5 Healthcare 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.1M 1%
37,520
+1,055
27
$2.06M 0.98%
7,203
-3
28
$2.06M 0.98%
4,047
-19
29
$1.99M 0.95%
5,432
+15
30
$1.92M 0.91%
33,704
+884
31
$1.92M 0.91%
8,894
-365
32
$1.88M 0.89%
10,279
-100
33
$1.8M 0.85%
8,110
-26
34
$1.74M 0.82%
32,890
35
$1.73M 0.82%
25,059
+1
36
$1.72M 0.82%
18,694
+255
37
$1.71M 0.81%
9,630
-100
38
$1.67M 0.79%
10,196
-200
39
$1.66M 0.79%
8,092
-544
40
$1.64M 0.78%
9,420
-270
41
$1.62M 0.77%
2,016
-70
42
$1.61M 0.77%
18,060
43
$1.58M 0.75%
9,940
-222
44
$1.57M 0.74%
1,492
-14
45
$1.56M 0.74%
6,560
-370
46
$1.54M 0.73%
7,041
-249
47
$1.53M 0.73%
16,788
48
$1.51M 0.71%
14,023
49
$1.5M 0.71%
17,667
50
$1.49M 0.71%
7,710
-165
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2
3 4 5