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
$154M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.5M
3
+$1.3M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.03M
5
CELH icon
Celsius Holdings
CELH
+$901K

Top Sells

1
+$1.43M
2
+$1.16M
3
+$902K
4
DVN icon
Devon Energy
DVN
+$740K
5
CRWD icon
CrowdStrike
CRWD
+$598K

Sector Composition

1 Technology 22.27%
2 Industrials 14.11%
3 Financials 10.68%
4 Consumer Discretionary 9.15%
5 Healthcare 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.24M 0.81%
16,505
-375
52
$1.24M 0.8%
11,093
53
$1.23M 0.8%
21,281
-43
54
$1.23M 0.79%
6,840
-35
55
$1.22M 0.79%
9,415
+165
56
$1.22M 0.79%
4,834
+146
57
$1.19M 0.77%
11,091
-574
58
$1.19M 0.77%
20,640
-100
59
$1.18M 0.76%
5,456
-330
60
$1.18M 0.76%
8,740
-445
61
$1.17M 0.76%
4,454
62
$1.15M 0.74%
2,164
-42
63
$1.15M 0.74%
13,049
-1,671
64
$1.13M 0.73%
45,060
65
$1.04M 0.67%
44,035
-9,340
66
$1.01M 0.66%
70,315
-4,675
67
$1.01M 0.66%
10,848
-50
68
$912K 0.59%
6,224
-510
69
$901K 0.58%
+16,520
70
$897K 0.58%
12,379
-1,152
71
$892K 0.58%
15,423
-80
72
$889K 0.58%
3,955
-415
73
$881K 0.57%
2,941
-15
74
$877K 0.57%
7,792
75
$863K 0.56%
3,515
-135
1 2
3
4 5