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
$179M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$913K
3
+$678K
4
TEM
Tempus AI
TEM
+$582K
5
AXON icon
Axon Enterprise
AXON
+$573K

Top Sells

1
+$1.5M
2
+$1.35M
3
+$1.28M
4
AMD icon
Advanced Micro Devices
AMD
+$1.06M
5
PEP icon
PepsiCo
PEP
+$701K

Sector Composition

1 Technology 23.75%
2 Industrials 14.02%
3 Financials 11.53%
4 Consumer Discretionary 7.83%
5 Healthcare 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$122K 0.07%
6,680
-1,539
152
$114K 0.06%
1,090
-37
153
$113K 0.06%
1,675
154
$112K 0.06%
4,600
155
$108K 0.06%
295
156
$107K 0.06%
229
+65
157
$107K 0.06%
1,030
158
$95.2K 0.05%
376
+1
159
$95.2K 0.05%
270
+130
160
$94.1K 0.05%
1,552
161
$88.1K 0.05%
350
162
$81.1K 0.05%
470
163
$76.6K 0.04%
2,460
+600
164
$74.2K 0.04%
171
165
$74K 0.04%
1,485
166
$73.1K 0.04%
523
167
$73.1K 0.04%
2,906
168
$72.5K 0.04%
1,500
169
$69.9K 0.04%
639
170
$68.8K 0.04%
179
171
$67.7K 0.04%
465
-209
172
$67.3K 0.04%
1,600
173
$65.8K 0.04%
1,046
-184
174
$62.5K 0.03%
2,000
-1,620
175
$58.6K 0.03%
1,450
5 6
7
8 9