LB

Legacy Bridge Portfolio holdings

AUM $240M
1-Year Est. Return 49.73%
This Quarter Est. Return
1 Year Est. Return
+49.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$913K
3
+$678K
4
TEM
Tempus AI
TEM
+$582K
5
AXON icon
Axon Enterprise
AXON
+$573K

Top Sells

1
+$1.5M
2
+$1.35M
3
+$1.28M
4
AMD icon
Advanced Micro Devices
AMD
+$1.06M
5
PEP icon
PepsiCo
PEP
+$701K

Sector Composition

1 Technology 23.75%
2 Industrials 14.02%
3 Financials 11.53%
4 Consumer Discretionary 7.83%
5 Healthcare 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$271K 0.15%
750
127
$266K 0.15%
2,700
128
$251K 0.14%
972
+485
129
$247K 0.14%
8,272
+272
130
$216K 0.12%
1,158
-300
131
$208K 0.12%
8,411
132
$196K 0.11%
1,871
+238
133
$193K 0.11%
2,095
-56
134
$178K 0.1%
8,058
+1
135
$174K 0.1%
2,110
136
$173K 0.1%
1,571
-47
137
$172K 0.1%
640
138
$171K 0.1%
2,456
139
$165K 0.09%
600
140
$162K 0.09%
1,740
141
$160K 0.09%
656
142
$160K 0.09%
1,435
-171
143
$159K 0.09%
1,907
+180
144
$155K 0.09%
5,210
145
$150K 0.08%
4,000
146
$142K 0.08%
1,185
147
$139K 0.08%
729
148
$139K 0.08%
754
149
$129K 0.07%
2,588
150
$129K 0.07%
941
+1
4 5
6
7 8