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LB

Legacy Bridge Portfolio holdings

AUM $262M
1-Year Est. Return 56.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+56.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$240M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$1.02M
3
+$1.02M
4
CELH icon
Celsius Holdings
CELH
+$892K
5
IONQ icon
IonQ
IONQ
+$530K

Top Sells

1
+$1.04M
2
+$773K
3
+$707K
4
SKX
Skechers
SKX
+$427K
5
WTBA icon
West Bancorporation
WTBA
+$100K

Sector Composition

1 Technology 29.04%
2 Industrials 16.01%
3 Financials 10.27%
4 Consumer Discretionary 6.69%
5 Healthcare 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$151K 0.06%
757
152
$151K 0.06%
729
153
$149K 0.06%
502
+152
154
$149K 0.06%
1,435
155
$148K 0.06%
528
+5
156
$145K 0.06%
265
157
$142K 0.06%
237
+10
158
$139K 0.06%
+4,364
159
$138K 0.06%
822
+10
160
$137K 0.06%
280
+9
161
$134K 0.06%
1,775
162
$131K 0.05%
2,588
163
$123K 0.05%
880
164
$118K 0.05%
16,300
+7,800
165
$112K 0.05%
4,600
166
$111K 0.05%
1,552
167
$107K 0.04%
1,284
-167
168
$106K 0.04%
1,030
169
$103K 0.04%
375
170
$101K 0.04%
541
+478
171
$96.7K 0.04%
171
172
$89.6K 0.04%
465
173
$89.2K 0.04%
935
174
$85.7K 0.04%
1,500
175
$85.5K 0.04%
2,165
-225
5 6
7
8 9