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
$192M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.82M
3
+$1.45M
4
LIT icon
Global X Lithium & Battery Tech ETF
LIT
+$803K
5
WMT icon
Walmart Inc. Common Stock
WMT
+$569K

Top Sells

1
+$786K
2
+$575K
3
+$494K
4
AMD icon
Advanced Micro Devices
AMD
+$449K
5
COST icon
Costco
COST
+$308K

Sector Composition

1 Technology 19.11%
2 Financials 15.11%
3 Industrials 12.43%
4 Healthcare 8.25%
5 Consumer Staples 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$190K 0.1%
7,464
-3,216
152
$187K 0.1%
1,605
153
$180K 0.09%
2,440
+260
154
$167K 0.09%
5,210
155
$164K 0.09%
1,000
156
$151K 0.08%
365
157
$148K 0.08%
1,293
158
$145K 0.08%
600
159
$144K 0.08%
960
160
$142K 0.07%
1,370
+30
161
$138K 0.07%
5,130
162
$137K 0.07%
1,760
163
$136K 0.07%
534
164
$135K 0.07%
1,000
165
$134K 0.07%
3,100
166
$133K 0.07%
4,000
167
$132K 0.07%
470
168
$131K 0.07%
1,185
169
$124K 0.06%
1,460
170
$124K 0.06%
6,540
171
$118K 0.06%
1,720
172
$117K 0.06%
1,526
173
$116K 0.06%
6,150
174
$116K 0.06%
1,900
-4,909
175
$113K 0.06%
2,000
5 6
7
8 9