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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
101
$684K 0.28%
29,376
102
$676K 0.28%
4,401
103
$670K 0.28%
10,263
104
$641K 0.27%
22,960
105
$585K 0.24%
2,432
106
$574K 0.24%
6,664
107
$554K 0.23%
2,280
+12
108
$553K 0.23%
1,821
-50
109
$535K 0.22%
1,979
110
$522K 0.22%
6,229
111
$520K 0.22%
4,305
112
$497K 0.21%
745
-2
113
$484K 0.2%
708
+6
114
$483K 0.2%
5,103
-250
115
$444K 0.19%
8,382
-275
116
$433K 0.18%
2,535
117
$377K 0.16%
2,813
118
$363K 0.15%
2,700
119
$351K 0.15%
3,000
120
$350K 0.15%
4,697
-115
121
$336K 0.14%
1,925
122
$335K 0.14%
500
123
$321K 0.13%
2,680
+30
124
$311K 0.13%
622
+6
125
$310K 0.13%
545
3 4
5
6 7