We are live on ! Find out more
LB

Legacy Bridge Portfolio holdings

AUM $262M
1-Year Est. Return 56.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+56.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$240M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$1.02M
3
+$1.02M
4
CELH icon
Celsius Holdings
CELH
+$892K
5
IONQ icon
IonQ
IONQ
+$530K

Top Sells

1
+$1.04M
2
+$773K
3
+$707K
4
SKX
Skechers
SKX
+$427K
5
WTBA icon
West Bancorporation
WTBA
+$100K

Sector Composition

1 Technology 29.04%
2 Industrials 16.01%
3 Financials 10.27%
4 Consumer Discretionary 6.69%
5 Healthcare 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.04M 0.43%
2,152
-34
77
$1.03M 0.43%
5,193
-175
78
$1.03M 0.43%
18,963
+130
79
$1.02M 0.42%
5,525
+35
80
$987K 0.41%
12,225
-15
81
$982K 0.41%
13,270
-130
82
$980K 0.41%
+17,052
83
$957K 0.4%
11,408
84
$938K 0.39%
22,145
+21,365
85
$915K 0.38%
12,125
-40
86
$899K 0.37%
25,927
87
$898K 0.37%
6,309
88
$874K 0.36%
1,098
89
$794K 0.33%
13,897
-749
90
$784K 0.33%
5,423
91
$774K 0.32%
1,264
+50
92
$772K 0.32%
15,265
93
$771K 0.32%
11,680
94
$771K 0.32%
14,809
-340
95
$762K 0.32%
29,908
96
$743K 0.31%
3,145
97
$742K 0.31%
11,883
-125
98
$739K 0.31%
7,552
99
$710K 0.3%
11,545
+11,275
100
$688K 0.29%
3,598
-128
2 3
4
5 6