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
126
$389K 0.2%
10,000
127
$386K 0.2%
1,086
128
$381K 0.2%
8,775
+685
129
$380K 0.2%
16,375
130
$359K 0.19%
6,056
131
$348K 0.18%
6,413
+600
132
$348K 0.18%
14,785
+160
133
$341K 0.18%
3,305
134
$338K 0.18%
1,550
135
$331K 0.17%
4,570
136
$327K 0.17%
6,817
137
$323K 0.17%
2,700
138
$318K 0.17%
13,833
139
$315K 0.16%
1,875
+10
140
$307K 0.16%
647
-50
141
$306K 0.16%
1,000
142
$288K 0.15%
5,134
143
$268K 0.14%
3,076
+235
144
$242K 0.13%
1,405
145
$237K 0.12%
13,500
146
$215K 0.11%
1,610
-74
147
$210K 0.11%
3,436
148
$209K 0.11%
4,550
149
$207K 0.11%
575
150
$203K 0.11%
796
4 5
6
7 8