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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
126
$299K 0.12%
8,117
-140
127
$286K 0.12%
3,888
128
$282K 0.12%
+6,585
129
$277K 0.12%
1,326
+228
130
$257K 0.11%
4,303
131
$246K 0.1%
8,411
132
$233K 0.1%
1,731
-30
133
$232K 0.1%
2,547
134
$222K 0.09%
1,871
135
$222K 0.09%
8,429
+175
136
$213K 0.09%
640
137
$212K 0.09%
1,308
+604
138
$203K 0.08%
2,456
139
$202K 0.08%
1,030
+840
140
$199K 0.08%
2,095
141
$197K 0.08%
600
142
$193K 0.08%
656
143
$189K 0.08%
2,113
-20
144
$185K 0.08%
+6,341
145
$183K 0.08%
1,904
146
$168K 0.07%
4,000
147
$167K 0.07%
+2,094
148
$154K 0.06%
1,185
149
$153K 0.06%
5,210
150
$151K 0.06%
2,079
4 5
6
7 8