We are live on ! Find out more
LB

Legacy Bridge Portfolio holdings

AUM $262M
1-Year Est. Return 56.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+56.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$240M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$1.02M
3
+$1.02M
4
CELH icon
Celsius Holdings
CELH
+$892K
5
IONQ icon
IonQ
IONQ
+$530K

Top Sells

1
+$1.04M
2
+$773K
3
+$707K
4
SKX
Skechers
SKX
+$427K
5
WTBA icon
West Bancorporation
WTBA
+$100K

Sector Composition

1 Technology 29.04%
2 Industrials 16.01%
3 Financials 10.27%
4 Consumer Discretionary 6.69%
5 Healthcare 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.6M 0.67%
18,080
+20
52
$1.57M 0.65%
6,560
53
$1.54M 0.64%
13,632
-81
54
$1.52M 0.63%
23,033
+1,226
55
$1.51M 0.63%
7,690
-20
56
$1.51M 0.63%
10,781
57
$1.46M 0.61%
15,634
+225
58
$1.45M 0.6%
3,498
+56
59
$1.42M 0.59%
47,846
+825
60
$1.42M 0.59%
8,918
61
$1.41M 0.58%
1,914
+178
62
$1.37M 0.57%
14,023
63
$1.36M 0.57%
8,753
-105
64
$1.35M 0.56%
1,719
-15
65
$1.26M 0.53%
4,007
+6
66
$1.2M 0.5%
26,942
+160
67
$1.18M 0.49%
10,415
-400
68
$1.17M 0.49%
7,799
69
$1.16M 0.48%
29,512
-600
70
$1.14M 0.48%
15,200
71
$1.11M 0.46%
4,913
72
$1.1M 0.46%
68,655
-135
73
$1.08M 0.45%
+5,131
74
$1.05M 0.44%
10,454
-455
75
$1.04M 0.43%
2,826
-60
1 2
3
4 5