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
$192M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.82M
3
+$1.45M
4
LIT icon
Global X Lithium & Battery Tech ETF
LIT
+$803K
5
WMT icon
Walmart Inc. Common Stock
WMT
+$569K

Top Sells

1
+$786K
2
+$575K
3
+$494K
4
AMD icon
Advanced Micro Devices
AMD
+$449K
5
COST icon
Costco
COST
+$308K

Sector Composition

1 Technology 19.11%
2 Financials 15.11%
3 Industrials 12.43%
4 Healthcare 8.25%
5 Consumer Staples 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$111K 0.06%
618
+13
177
$111K 0.06%
732
178
$109K 0.06%
1,030
-1,170
179
$107K 0.06%
1,180
180
$103K 0.05%
686
181
$102K 0.05%
651
182
$101K 0.05%
400
183
$97K 0.05%
900
184
$96K 0.05%
169
185
$95K 0.05%
1,552
186
$92K 0.05%
1,375
187
$92K 0.05%
670
188
$90K 0.05%
1,582
189
$88K 0.05%
375
190
$87K 0.05%
1,650
191
$82K 0.04%
2,095
192
$79K 0.04%
1,500
193
$77K 0.04%
1,525
194
$69K 0.04%
1,600
195
$62K 0.03%
1,025
196
$59K 0.03%
630
-170
197
$51K 0.03%
660
198
$50K 0.03%
1,450
199
$49K 0.03%
1,456
200
$47K 0.02%
180
6 7
8
9 10