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
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.82M
3
+$1.45M
4
LIT icon
Global X Lithium & Battery Tech ETF
LIT
+$803K
5
WMT icon
Walmart
WMT
+$569K

Top Sells

1
+$786K
2
+$575K
3
+$494K
4
AMD icon
Advanced Micro Devices
AMD
+$449K
5
COST icon
Costco
COST
+$308K

Sector Composition

1 Technology 19.11%
2 Financials 15.11%
3 Industrials 12.43%
4 Healthcare 8.25%
5 Consumer Staples 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.1M 0.57%
8,454
-650
77
$1.1M 0.57%
7,096
-25
78
$1.08M 0.57%
3,411
+27
79
$1.07M 0.56%
15,400
80
$1.04M 0.54%
2,515
-100
81
$1.04M 0.54%
8,884
+165
82
$1.03M 0.54%
2,788
83
$1.03M 0.54%
2,628
84
$1.01M 0.53%
20,706
85
$1.01M 0.52%
15,166
86
$1M 0.52%
20,256
87
$992K 0.52%
4,680
88
$980K 0.51%
11,015
+330
89
$967K 0.5%
8,334
-70
90
$928K 0.48%
3,685
91
$903K 0.47%
5,197
+30
92
$866K 0.45%
4,321
+205
93
$846K 0.44%
11,270
+260
94
$844K 0.44%
8,594
95
$837K 0.44%
5,182
96
$815K 0.42%
4,890
+80
97
$803K 0.42%
+9,510
98
$785K 0.41%
2,935
+15
99
$766K 0.4%
12,085
100
$752K 0.39%
38,670
+2,500
2 3
4
5 6