LB

Legacy Bridge Portfolio holdings

AUM $246M
1-Year Est. Return 44.05%
This Quarter Est. Return
1 Year Est. Return
+44.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$211M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$1.1M
3
+$725K
4
NVDA icon
NVIDIA
NVDA
+$489K
5
AVGO icon
Broadcom
AVGO
+$321K

Top Sells

1
+$1.08M
2
+$1.07M
3
+$1.06M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$825K
5
KNX icon
Knight Transportation
KNX
+$696K

Sector Composition

1 Technology 27.02%
2 Industrials 16.63%
3 Financials 10.99%
4 Consumer Discretionary 6.85%
5 Healthcare 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$124K 0.06%
265
-30
152
$122K 0.06%
1,775
+100
153
$114K 0.05%
523
154
$112K 0.05%
4,600
155
$111K 0.05%
880
-61
156
$106K 0.05%
1,030
157
$106K 0.05%
2,390
-15,725
158
$104K 0.05%
1,552
159
$101K 0.05%
375
-1
160
$100K 0.05%
812
+202
161
$99.9K 0.05%
704
+702
162
$96.9K 0.05%
350
163
$94.3K 0.04%
935
-155
164
$87.3K 0.04%
171
165
$86.2K 0.04%
470
166
$82.9K 0.04%
1,500
167
$80.4K 0.04%
+4,250
168
$78.6K 0.04%
2,460
169
$78K 0.04%
1,046
170
$77.8K 0.04%
1,485
171
$77.2K 0.04%
465
172
$73.2K 0.03%
2,906
173
$72.5K 0.03%
1,600
174
$69.3K 0.03%
179
175
$67.5K 0.03%
1,099
+300
5 6
7
8 9