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
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.82M
3
+$1.45M
4
LIT icon
Global X Lithium & Battery Tech ETF
LIT
+$803K
5
WMT icon
Walmart
WMT
+$569K

Top Sells

1
+$786K
2
+$575K
3
+$494K
4
AMD icon
Advanced Micro Devices
AMD
+$449K
5
COST icon
Costco
COST
+$308K

Sector Composition

1 Technology 19.11%
2 Financials 15.11%
3 Industrials 12.43%
4 Healthcare 8.25%
5 Consumer Staples 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.36M 0.71%
11,806
+31
52
$1.35M 0.7%
8,244
53
$1.33M 0.69%
6,150
-25
54
$1.3M 0.68%
12,893
55
$1.3M 0.68%
8,198
-80
56
$1.3M 0.68%
13,992
57
$1.28M 0.67%
5,205
58
$1.28M 0.67%
7,499
59
$1.28M 0.67%
15,170
60
$1.27M 0.66%
4,655
-100
61
$1.27M 0.66%
16,119
+280
62
$1.25M 0.65%
46,785
63
$1.24M 0.65%
4,879
-105
64
$1.23M 0.64%
25,630
65
$1.23M 0.64%
7,852
66
$1.22M 0.64%
5,960
+15
67
$1.18M 0.61%
5,245
+50
68
$1.17M 0.61%
19,970
-725
69
$1.15M 0.6%
14,096
-1,320
70
$1.14M 0.59%
12,240
71
$1.13M 0.59%
18,778
72
$1.13M 0.59%
5,969
-90
73
$1.11M 0.58%
12,740
+35
74
$1.1M 0.58%
20,505
75
$1.1M 0.57%
28,225
+85
1 2
3
4 5