LB

Legacy Bridge Portfolio holdings

AUM $246M
1-Year Est. Return 44.05%
This Quarter Est. Return
1 Year Est. Return
+44.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$211M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$1.1M
3
+$725K
4
NVDA icon
NVIDIA
NVDA
+$489K
5
AVGO icon
Broadcom
AVGO
+$321K

Top Sells

1
+$1.08M
2
+$1.07M
3
+$1.06M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$825K
5
KNX icon
Knight Transportation
KNX
+$696K

Sector Composition

1 Technology 27.02%
2 Industrials 16.63%
3 Financials 10.99%
4 Consumer Discretionary 6.85%
5 Healthcare 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$931K 0.44%
18,833
+901
77
$905K 0.43%
10,909
-7,645
78
$886K 0.42%
2,186
-64
79
$875K 0.42%
6,309
-500
80
$847K 0.4%
11,408
+640
81
$844K 0.4%
12,165
+280
82
$843K 0.4%
15,149
-356
83
$838K 0.4%
15,265
84
$833K 0.4%
14,646
-2,022
85
$810K 0.38%
12,008
86
$793K 0.38%
25,927
-600
87
$778K 0.37%
12,240
+180
88
$777K 0.37%
1,098
89
$773K 0.37%
4,669
-72
90
$729K 0.35%
13,400
-500
91
$725K 0.34%
+29,908
92
$724K 0.34%
3,145
-45
93
$701K 0.33%
4,401
-300
94
$690K 0.33%
1,214
+17
95
$681K 0.32%
11,680
+175
96
$670K 0.32%
5,423
97
$659K 0.31%
7,552
-4,128
98
$649K 0.31%
29,376
99
$642K 0.3%
3,726
-142
100
$637K 0.3%
10,263
-159
2 3
4
5 6