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
+$6.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$765K
3
+$657K
4
AVAV icon
AeroVironment
AVAV
+$563K
5
ACN icon
Accenture
ACN
+$522K

Top Sells

1
+$575K
2
+$538K
3
+$402K
4
CELH icon
Celsius Holdings
CELH
+$249K
5
CE icon
Celanese
CE
+$234K

Sector Composition

1 Technology 26.19%
2 Industrials 15.22%
3 Financials 10.66%
4 Consumer Discretionary 7.99%
5 Healthcare 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.38M 0.72%
2,325
+5
52
$1.36M 0.71%
17,585
-60
53
$1.35M 0.7%
6,669
-165
54
$1.32M 0.69%
10,748
-100
55
$1.28M 0.67%
5,593
56
$1.28M 0.67%
24,344
57
$1.25M 0.65%
16,328
-65
58
$1.25M 0.65%
8,658
59
$1.25M 0.65%
14,023
60
$1.24M 0.65%
44,820
61
$1.24M 0.65%
21,008
62
$1.22M 0.64%
15,665
-545
63
$1.21M 0.63%
9,658
64
$1.21M 0.63%
15,971
+1
65
$1.18M 0.62%
3,358
+1,485
66
$1.16M 0.6%
9,432
67
$1.16M 0.6%
6,557
-35
68
$1.14M 0.6%
30,007
69
$1.11M 0.58%
1,050
70
$1.11M 0.58%
4,371
71
$1.11M 0.58%
2,129
-8
72
$1.1M 0.57%
8,301
73
$1.07M 0.56%
17,660
+65
74
$1.05M 0.55%
2,916
75
$1.01M 0.53%
11,330
1 2
3
4 5