LB

Legacy Bridge Portfolio holdings

AUM $246M
1-Year Est. Return 44.05%
This Quarter Est. Return
1 Year Est. Return
+44.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$211M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$1.1M
3
+$725K
4
NVDA icon
NVIDIA
NVDA
+$489K
5
AVGO icon
Broadcom
AVGO
+$321K

Top Sells

1
+$1.08M
2
+$1.07M
3
+$1.06M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$825K
5
KNX icon
Knight Transportation
KNX
+$696K

Sector Composition

1 Technology 27.02%
2 Industrials 16.63%
3 Financials 10.99%
4 Consumer Discretionary 6.85%
5 Healthcare 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.49M 0.71%
10,815
-171
52
$1.49M 0.71%
9,430
-300
53
$1.48M 0.7%
13,713
+358
54
$1.42M 0.68%
10,781
55
$1.38M 0.65%
1,734
-60
56
$1.38M 0.65%
15,409
-624
57
$1.37M 0.65%
66,940
-2,455
58
$1.32M 0.63%
47,021
+1,000
59
$1.31M 0.62%
21,807
-26
60
$1.31M 0.62%
30,112
-675
61
$1.3M 0.62%
+3,442
62
$1.28M 0.61%
1,736
+2
63
$1.27M 0.6%
9,442
64
$1.27M 0.6%
8,858
65
$1.26M 0.6%
8,918
-740
66
$1.14M 0.54%
2,886
-30
67
$1.14M 0.54%
4,001
+75
68
$1.13M 0.54%
5,490
-20
69
$1.13M 0.53%
15,200
-645
70
$1.1M 0.52%
+26,782
71
$1.1M 0.52%
4,913
+168
72
$1.06M 0.5%
5,368
-295
73
$1.04M 0.49%
2,332
74
$1.03M 0.49%
7,799
-330
75
$944K 0.45%
68,790
1 2
3
4 5