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
$154M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.5M
3
+$1.3M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.03M
5
CELH icon
Celsius Holdings
CELH
+$901K

Top Sells

1
+$1.43M
2
+$1.16M
3
+$902K
4
DVN icon
Devon Energy
DVN
+$740K
5
CRWD icon
CrowdStrike
CRWD
+$598K

Sector Composition

1 Technology 22.27%
2 Industrials 14.11%
3 Financials 10.68%
4 Consumer Discretionary 9.15%
5 Healthcare 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$135K 0.09%
1,185
152
$133K 0.09%
+5,381
153
$132K 0.09%
4,000
154
$124K 0.08%
534
155
$124K 0.08%
714
+13
156
$123K 0.08%
6,540
157
$123K 0.08%
732
158
$123K 0.08%
+2,588
159
$120K 0.08%
640
-225
160
$116K 0.08%
2,288
+1,002
161
$116K 0.07%
1,460
162
$114K 0.07%
6,150
163
$114K 0.07%
470
164
$111K 0.07%
4,600
165
$111K 0.07%
1,900
166
$102K 0.07%
1,030
167
$100K 0.06%
674
-50
168
$99.9K 0.06%
+1,919
169
$95.6K 0.06%
639
170
$87.1K 0.06%
1,552
171
$86K 0.06%
670
172
$83.2K 0.05%
2,584
-545
173
$79.4K 0.05%
625
-375
174
$74.9K 0.05%
1,500
175
$74.6K 0.05%
1,985
-110
5 6
7
8 9