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
$154M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.5M
3
+$1.3M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.03M
5
CELH icon
Celsius Holdings
CELH
+$901K

Top Sells

1
+$1.43M
2
+$1.16M
3
+$902K
4
DVN icon
Devon Energy
DVN
+$740K
5
CRWD icon
CrowdStrike
CRWD
+$598K

Sector Composition

1 Technology 22.27%
2 Industrials 14.11%
3 Financials 10.68%
4 Consumer Discretionary 9.15%
5 Healthcare 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$836K 0.54%
3,236
77
$833K 0.54%
3,017
78
$825K 0.53%
4,856
-450
79
$821K 0.53%
11,030
-60
80
$792K 0.51%
2,256
81
$765K 0.5%
12,590
-925
82
$739K 0.48%
15,277
-560
83
$720K 0.47%
2,428
84
$711K 0.46%
6,809
-415
85
$705K 0.46%
17,537
-635
86
$669K 0.43%
16,275
-981
87
$667K 0.43%
1,527
88
$637K 0.41%
12,420
-3,410
89
$575K 0.37%
24,360
90
$565K 0.37%
1,465
-150
91
$542K 0.35%
4,667
92
$540K 0.35%
4,690
-420
93
$537K 0.35%
29,070
-9,600
94
$535K 0.35%
5,700
95
$522K 0.34%
4,810
96
$492K 0.32%
787
+5
97
$490K 0.32%
5,423
-923
98
$478K 0.31%
2,269
-169
99
$475K 0.31%
1,966
100
$468K 0.3%
3,350
2 3
4
5 6