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
76
$843K 0.47%
11,885
77
$838K 0.47%
15,265
-12
78
$825K 0.46%
23,620
-615
79
$815K 0.45%
12,008
+453
80
$812K 0.45%
17,932
+1,730
81
$801K 0.45%
4,701
-13
82
$800K 0.45%
6,809
83
$798K 0.45%
15,505
+230
84
$789K 0.44%
36,465
+410
85
$788K 0.44%
18,115
-75
86
$758K 0.42%
26,527
+2,110
87
$754K 0.42%
3,190
+155
88
$704K 0.39%
68,790
+2,990
89
$701K 0.39%
3,001
-28
90
$694K 0.39%
4,745
+4,639
91
$691K 0.39%
11,505
+675
92
$683K 0.38%
3,868
93
$661K 0.37%
5,423
94
$646K 0.36%
10,379
+509
95
$615K 0.34%
1,197
+5
96
$608K 0.34%
10,422
+4,502
97
$600K 0.33%
1,098
-92
98
$599K 0.33%
4,741
-1,816
99
$586K 0.33%
13,900
-950
100
$585K 0.33%
1,872
-556
2 3
4
5 6