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
$177M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.78M
3
+$1.72M
4
CRWD icon
CrowdStrike
CRWD
+$1.49M
5
OKTA icon
Okta
OKTA
+$1.27M

Top Sells

1
+$437K
2
+$289K
3
+$268K
4
COST icon
Costco
COST
+$226K
5
LOW icon
Lowe's Companies
LOW
+$196K

Sector Composition

1 Technology 18.44%
2 Financials 15.67%
3 Industrials 10.92%
4 Healthcare 8.13%
5 Consumer Discretionary 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$188K 0.11%
1,000
152
$165K 0.09%
1,000
153
$164K 0.09%
1,760
154
$161K 0.09%
1,300
155
$153K 0.09%
5,210
156
$152K 0.09%
2,180
157
$142K 0.08%
3,100
158
$142K 0.08%
1,255
159
$142K 0.08%
1,010
160
$140K 0.08%
5,130
161
$136K 0.08%
470
162
$134K 0.08%
600
163
$131K 0.07%
4,000
164
$131K 0.07%
757
165
$126K 0.07%
365
166
$125K 0.07%
1,185
+385
167
$122K 0.07%
550
168
$118K 0.07%
1,460
169
$112K 0.06%
1,436
-69
170
$107K 0.06%
6,150
171
$106K 0.06%
708
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172
$104K 0.06%
1,720
173
$104K 0.06%
732
+405
174
$102K 0.06%
1,613
-83
175
$99K 0.06%
169
5 6
7
8 9