LB

Legacy Bridge Portfolio holdings

AUM $211M
1-Year Est. Return 39.35%
This Quarter Est. Return
1 Year Est. Return
+39.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$177M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.78M
3
+$1.72M
4
CRWD icon
CrowdStrike
CRWD
+$1.49M
5
OKTA icon
Okta
OKTA
+$1.27M

Top Sells

1
+$437K
2
+$289K
3
+$268K
4
COST icon
Costco
COST
+$226K
5
LOW icon
Lowe's Companies
LOW
+$196K

Sector Composition

1 Technology 18.44%
2 Financials 15.67%
3 Industrials 10.92%
4 Healthcare 8.13%
5 Consumer Discretionary 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$98K 0.06%
5,670
177
$98K 0.06%
1,552
178
$96K 0.05%
651
+1
179
$92K 0.05%
900
180
$91K 0.05%
1,180
181
$88K 0.05%
1,375
-350
182
$83K 0.05%
400
183
$82K 0.05%
1,500
184
$80K 0.05%
1,650
185
$80K 0.05%
670
186
$79K 0.04%
1,525
187
$77K 0.04%
375
188
$70K 0.04%
4,598
189
$65K 0.04%
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190
$59K 0.03%
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191
$55K 0.03%
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192
$55K 0.03%
800
193
$54K 0.03%
180
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194
$54K 0.03%
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195
$54K 0.03%
660
196
$50K 0.03%
679
197
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609
198
$47K 0.03%
325
-25
199
$46K 0.03%
725
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200
$46K 0.03%
1,450
6 7
8
9 10