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
+$6.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$765K
3
+$657K
4
AVAV icon
AeroVironment
AVAV
+$563K
5
ACN icon
Accenture
ACN
+$522K

Top Sells

1
+$575K
2
+$538K
3
+$402K
4
CELH icon
Celsius Holdings
CELH
+$249K
5
CE icon
Celanese
CE
+$234K

Sector Composition

1 Technology 26.19%
2 Industrials 15.22%
3 Financials 10.66%
4 Consumer Discretionary 7.99%
5 Healthcare 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$71.8K 0.04%
1,485
177
$70.1K 0.04%
1,230
178
$70K 0.04%
470
179
$67.8K 0.04%
171
180
$66.4K 0.03%
840
181
$64.8K 0.03%
1,600
182
$64.6K 0.03%
521
183
$62.6K 0.03%
1,000
184
$58.5K 0.03%
1,450
185
$58.2K 0.03%
139
186
$57.1K 0.03%
1,860
187
$55.5K 0.03%
2,000
188
$55K 0.03%
250
189
$53K 0.03%
738
190
$47.9K 0.03%
140
191
$47.3K 0.02%
1,900
192
$47.2K 0.02%
650
193
$46.7K 0.02%
710
-500
194
$46.5K 0.02%
1,158
195
$46K 0.02%
350
196
$44.1K 0.02%
570
197
$43K 0.02%
1,182
198
$42.8K 0.02%
1,199
199
$42.7K 0.02%
+780
200
$41.6K 0.02%
13
6 7
8
9 10