LB

Legacy Bridge Portfolio holdings

AUM $240M
1-Year Est. Return 49.73%
This Quarter Est. Return
1 Year Est. Return
+49.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$913K
3
+$678K
4
TEM
Tempus AI
TEM
+$582K
5
AXON icon
Axon Enterprise
AXON
+$573K

Top Sells

1
+$1.5M
2
+$1.35M
3
+$1.28M
4
AMD icon
Advanced Micro Devices
AMD
+$1.06M
5
PEP icon
PepsiCo
PEP
+$701K

Sector Composition

1 Technology 23.75%
2 Industrials 14.02%
3 Financials 11.53%
4 Consumer Discretionary 7.83%
5 Healthcare 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.39M 0.77%
7,290
-280
52
$1.38M 0.77%
2,086
+91
53
$1.37M 0.76%
18,060
+475
54
$1.36M 0.76%
10,781
55
$1.31M 0.73%
16,033
+62
56
$1.28M 0.71%
15,845
+180
57
$1.25M 0.7%
9,442
+10
58
$1.21M 0.67%
46,021
+1,201
59
$1.18M 0.66%
21,833
+2,681
60
$1.17M 0.65%
30,787
+780
61
$1.16M 0.65%
5,663
+70
62
$1.13M 0.63%
2,332
+2,121
63
$1.13M 0.63%
9,658
64
$1.12M 0.62%
2,250
+121
65
$1.09M 0.61%
2,916
66
$1.08M 0.6%
3,452
+94
67
$1.07M 0.6%
4,331
-40
68
$1.07M 0.6%
69,395
+2,365
69
$1.06M 0.59%
9,148
-1,600
70
$999K 0.56%
1,734
+843
71
$973K 0.54%
8,129
-172
72
$952K 0.53%
16,668
-826
73
$942K 0.53%
11,680
+350
74
$925K 0.52%
7,875
+7,775
75
$877K 0.49%
1,102
+52
1 2
3
4 5