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
$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
NEE icon
76
NextEra Energy
NEE
$174B
$843K 0.47%
11,885
HRB icon
77
H&R Block
HRB
$6.68B
$838K 0.47%
15,265
-12
KWEB icon
78
KraneShares CSI China Internet ETF
KWEB
$9.32B
$825K 0.46%
23,620
-615
MDLZ icon
79
Mondelez International
MDLZ
$78.6B
$815K 0.45%
12,008
+453
VWO icon
80
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$812K 0.45%
17,932
+1,730
PG icon
81
Procter & Gamble
PG
$357B
$801K 0.45%
4,701
-13
IWP icon
82
iShares Russell Mid-Cap Growth ETF
IWP
$20.9B
$800K 0.45%
6,809
INDA icon
83
iShares MSCI India ETF
INDA
$9.58B
$798K 0.45%
15,505
+230
OKLO
84
Oklo
OKLO
$20.1B
$789K 0.44%
36,465
+410
KNX icon
85
Knight Transportation
KNX
$7.36B
$788K 0.44%
18,115
-75
CTRE icon
86
CareTrust REIT
CTRE
$7.83B
$758K 0.42%
26,527
+2,110
UNP icon
87
Union Pacific
UNP
$128B
$754K 0.42%
3,190
+155
NU icon
88
Nu Holdings
NU
$76.5B
$704K 0.39%
68,790
+2,990
WDAY icon
89
Workday
WDAY
$64.8B
$701K 0.39%
3,001
-28
SNOW icon
90
Snowflake
SNOW
$87.4B
$694K 0.39%
4,745
+4,639
RIO icon
91
Rio Tinto
RIO
$115B
$691K 0.39%
11,505
+675
TM icon
92
Toyota
TM
$268B
$683K 0.38%
3,868
TJX icon
93
TJX Companies
TJX
$158B
$661K 0.37%
5,423
LEU icon
94
Centrus Energy
LEU
$6.97B
$646K 0.36%
10,379
+509
VOO icon
95
Vanguard S&P 500 ETF
VOO
$771B
$615K 0.34%
1,197
+5
IJH icon
96
iShares Core S&P Mid-Cap ETF
IJH
$101B
$608K 0.34%
10,422
+4,502
GS icon
97
Goldman Sachs
GS
$242B
$600K 0.33%
1,098
-92
FSLR icon
98
First Solar
FSLR
$25.9B
$599K 0.33%
4,741
-1,816
NXT icon
99
Nextracker
NXT
$14.5B
$586K 0.33%
13,900
-950
MCD icon
100
McDonald's
MCD
$218B
$585K 0.33%
1,872
-556
2 3
4
5 6