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
$192M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.82M
3
+$1.45M
4
LIT icon
Global X Lithium & Battery Tech ETF
LIT
+$803K
5
WMT icon
Walmart
WMT
+$569K

Top Sells

1
+$786K
2
+$575K
3
+$494K
4
AMD icon
Advanced Micro Devices
AMD
+$449K
5
COST icon
Costco
COST
+$308K

Sector Composition

1 Technology 19.11%
2 Financials 15.11%
3 Industrials 12.43%
4 Healthcare 8.25%
5 Consumer Staples 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$729K 0.38%
10,890
+1,020
102
$722K 0.38%
2,416
-50
103
$698K 0.36%
4,820
104
$698K 0.36%
6,054
+40
105
$689K 0.36%
2,923
-660
106
$638K 0.33%
1,462
107
$615K 0.32%
10,416
108
$603K 0.31%
11,609
109
$598K 0.31%
2,618
+40
110
$592K 0.31%
1,548
111
$590K 0.31%
2,201
+8
112
$586K 0.31%
13,797
+755
113
$564K 0.29%
7,425
114
$547K 0.29%
3,486
115
$546K 0.28%
3,881
-150
116
$529K 0.28%
20,660
117
$528K 0.28%
2,105
-60
118
$524K 0.27%
4,050
119
$516K 0.27%
1,535
120
$495K 0.26%
6,855
121
$492K 0.26%
5,885
-500
122
$447K 0.23%
695
-125
123
$440K 0.23%
+6,122
124
$419K 0.22%
1,902
125
$389K 0.2%
1,817
3 4
5
6 7