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
126
$247K 0.16%
3,145
-750
127
$245K 0.16%
575
128
$245K 0.16%
4,920
129
$243K 0.16%
940
130
$239K 0.15%
500
131
$237K 0.15%
1,448
-447
132
$228K 0.15%
2,700
133
$227K 0.15%
750
134
$216K 0.14%
+4,235
135
$215K 0.14%
1,477
-225
136
$195K 0.13%
2,365
-225
137
$188K 0.12%
2,375
-490
138
$179K 0.12%
8,411
-5,422
139
$179K 0.12%
365
140
$175K 0.11%
796
141
$167K 0.11%
3,000
142
$167K 0.11%
1,543
+250
143
$167K 0.11%
1,606
-30
144
$164K 0.11%
2,260
145
$159K 0.1%
2,456
146
$155K 0.1%
5,210
147
$151K 0.1%
2,151
-230
148
$149K 0.1%
3,435
-750
149
$142K 0.09%
600
150
$140K 0.09%
234
-10
4 5
6
7 8