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
$177M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.78M
3
+$1.72M
4
CRWD icon
CrowdStrike
CRWD
+$1.49M
5
OKTA icon
Okta
OKTA
+$1.27M

Top Sells

1
+$437K
2
+$289K
3
+$268K
4
COST icon
Costco
COST
+$226K
5
LOW icon
Lowe's Companies
LOW
+$196K

Sector Composition

1 Technology 18.44%
2 Financials 15.67%
3 Industrials 10.92%
4 Healthcare 8.13%
5 Consumer Discretionary 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.27M 0.72%
11,534
52
$1.27M 0.72%
+5,195
53
$1.26M 0.71%
8,507
-45
54
$1.25M 0.71%
15,839
-298
55
$1.25M 0.71%
28,840
+1,170
56
$1.24M 0.7%
7,046
-100
57
$1.24M 0.7%
20,895
58
$1.23M 0.69%
47,055
59
$1.23M 0.69%
7,888
+1,050
60
$1.22M 0.69%
5,008
-131
61
$1.21M 0.68%
15,170
-3,624
62
$1.2M 0.68%
4,924
-25
63
$1.2M 0.68%
8,284
-155
64
$1.18M 0.66%
25,720
-370
65
$1.16M 0.66%
5,205
+463
66
$1.16M 0.66%
10,111
+131
67
$1.15M 0.65%
12,755
68
$1.15M 0.65%
10,172
+425
69
$1.14M 0.64%
4,765
-100
70
$1.11M 0.63%
20,315
71
$1.11M 0.63%
12,548
+500
72
$1.11M 0.63%
8,244
73
$1.11M 0.63%
15,090
74
$1.1M 0.62%
20,256
-1,125
75
$1.07M 0.61%
9,637
1 2
3
4 5