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
$154M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.5M
3
+$1.3M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.03M
5
CELH icon
Celsius Holdings
CELH
+$901K

Top Sells

1
+$1.43M
2
+$1.16M
3
+$902K
4
DVN icon
Devon Energy
DVN
+$740K
5
CRWD icon
CrowdStrike
CRWD
+$598K

Sector Composition

1 Technology 22.27%
2 Industrials 14.11%
3 Financials 10.68%
4 Consumer Discretionary 9.15%
5 Healthcare 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$454K 0.29%
4,541
-150
102
$422K 0.27%
5,344
103
$406K 0.26%
6,515
-115
104
$378K 0.24%
1,576
105
$370K 0.24%
6,275
-630
106
$366K 0.24%
4,870
-40
107
$347K 0.23%
6,815
-925
108
$340K 0.22%
750
109
$325K 0.21%
2,951
-405
110
$318K 0.21%
6,300
-750
111
$316K 0.2%
4,143
112
$311K 0.2%
10,813
113
$308K 0.2%
647
114
$307K 0.2%
6,229
-675
115
$301K 0.2%
850
-525
116
$295K 0.19%
5,325
+175
117
$289K 0.19%
1,839
118
$279K 0.18%
1,925
119
$273K 0.18%
1,518
120
$268K 0.17%
1,723
-10
121
$266K 0.17%
13,500
122
$262K 0.17%
2,406
-375
123
$260K 0.17%
4,529
-929
124
$256K 0.17%
1,955
-620
125
$251K 0.16%
5,150
3 4
5
6 7