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
101
$584K 0.28%
2,432
-569
102
$581K 0.28%
22,960
103
$553K 0.26%
702
-80
104
$547K 0.26%
1,871
-1
105
$545K 0.26%
1,979
-180
106
$499K 0.24%
6,229
107
$480K 0.23%
5,353
108
$474K 0.22%
4,305
109
$462K 0.22%
747
-12
110
$457K 0.22%
8,657
-1,599
111
$456K 0.22%
6,664
112
$427K 0.2%
6,768
-200
113
$400K 0.19%
2,268
+8
114
$383K 0.18%
2,813
-138
115
$381K 0.18%
4,812
116
$379K 0.18%
2,535
+300
117
$355K 0.17%
2,650
+910
118
$342K 0.16%
2,700
119
$318K 0.15%
750
120
$317K 0.15%
1,925
121
$315K 0.15%
4,303
-30
122
$310K 0.15%
500
123
$306K 0.15%
545
124
$286K 0.14%
1,761
125
$285K 0.14%
616
-104
3 4
5
6 7