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LB

Legacy Bridge Portfolio holdings

AUM $262M
1-Year Est. Return 56.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+56.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$240M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$1.02M
3
+$1.02M
4
CELH icon
Celsius Holdings
CELH
+$892K
5
IONQ icon
IonQ
IONQ
+$530K

Top Sells

1
+$1.04M
2
+$773K
3
+$707K
4
SKX
Skechers
SKX
+$427K
5
WTBA icon
West Bancorporation
WTBA
+$100K

Sector Composition

1 Technology 29.04%
2 Industrials 16.01%
3 Financials 10.27%
4 Consumer Discretionary 6.69%
5 Healthcare 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.33M 0.97%
9,566
-64
27
$2.31M 0.96%
7,232
+29
28
$2.29M 0.95%
11,259
29
$2.21M 0.92%
5,442
+10
30
$2.17M 0.9%
8,979
+85
31
$2.06M 0.86%
8,082
-10
32
$2.03M 0.84%
33,811
+107
33
$2.01M 0.83%
7,980
-130
34
$1.97M 0.82%
10,096
-100
35
$1.96M 0.82%
17,460
+16,880
36
$1.95M 0.81%
2,016
37
$1.87M 0.78%
32,840
-50
38
$1.86M 0.78%
25,359
+300
39
$1.84M 0.76%
4,017
-30
40
$1.83M 0.76%
16,838
+50
41
$1.81M 0.76%
18,794
+100
42
$1.8M 0.75%
4,034
-56
43
$1.71M 0.71%
1,470
-22
44
$1.67M 0.69%
9,430
45
$1.64M 0.68%
17,795
+128
46
$1.63M 0.68%
66,330
-610
47
$1.62M 0.67%
9,740
-200
48
$1.61M 0.67%
9,335
-85
49
$1.6M 0.67%
7,041
50
$1.6M 0.67%
9,412
-30
1
2
3 4 5