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
$154M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.5M
3
+$1.3M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.03M
5
CELH icon
Celsius Holdings
CELH
+$901K

Top Sells

1
+$1.43M
2
+$1.16M
3
+$902K
4
DVN icon
Devon Energy
DVN
+$740K
5
CRWD icon
CrowdStrike
CRWD
+$598K

Sector Composition

1 Technology 22.27%
2 Industrials 14.11%
3 Financials 10.68%
4 Consumer Discretionary 9.15%
5 Healthcare 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$74.4K 0.05%
375
177
$74.3K 0.05%
1,745
+745
178
$67.1K 0.04%
2,776
179
$65.8K 0.04%
1,000
-600
180
$65.1K 0.04%
1,600
-1,500
181
$63.7K 0.04%
1,161
-480
182
$59.1K 0.04%
1,233
183
$57.3K 0.04%
2,000
-1,000
184
$57.1K 0.04%
139
185
$55.9K 0.04%
625
-1,971
186
$53.2K 0.03%
840
187
$51K 0.03%
1,450
188
$50.7K 0.03%
521
189
$48.4K 0.03%
1,182
190
$47.7K 0.03%
+1,900
191
$47K 0.03%
171
192
$46.8K 0.03%
250
-150
193
$46.3K 0.03%
1,055
+825
194
$45.3K 0.03%
430
195
$45.2K 0.03%
+111
196
$45.1K 0.03%
738
-442
197
$44.4K 0.03%
853
+241
198
$44.4K 0.03%
1,200
199
$43.5K 0.03%
650
200
$43.2K 0.03%
710
6 7
8
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