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
126
$272K 0.13%
972
127
$260K 0.12%
8,257
-15
128
$229K 0.11%
8,411
129
$216K 0.1%
2,547
-3,365
130
$214K 0.1%
1,098
-60
131
$204K 0.1%
1,871
132
$204K 0.1%
640
133
$202K 0.1%
8,254
+196
134
$192K 0.09%
2,095
135
$190K 0.09%
2,456
136
$187K 0.09%
656
137
$182K 0.09%
600
138
$182K 0.09%
2,133
+23
139
$173K 0.08%
1,904
-3
140
$159K 0.08%
4,000
141
$154K 0.07%
1,435
142
$152K 0.07%
5,210
143
$146K 0.07%
1,451
-120
144
$146K 0.07%
1,185
145
$143K 0.07%
757
+3
146
$142K 0.07%
729
147
$138K 0.07%
271
+1
148
$130K 0.06%
2,588
149
$130K 0.06%
2,079
+1,500
150
$125K 0.06%
227
-2
4 5
6
7 8