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
$179M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$913K
3
+$678K
4
TEM
Tempus AI
TEM
+$582K
5
AXON icon
Axon Enterprise
AXON
+$573K

Top Sells

1
+$1.5M
2
+$1.35M
3
+$1.28M
4
AMD icon
Advanced Micro Devices
AMD
+$1.06M
5
PEP icon
PepsiCo
PEP
+$701K

Sector Composition

1 Technology 23.75%
2 Industrials 14.02%
3 Financials 11.53%
4 Consumer Discretionary 7.83%
5 Healthcare 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$57.7K 0.03%
7,489
177
$53.3K 0.03%
2,000
178
$53K 0.03%
610
+330
179
$51.7K 0.03%
799
+700
180
$48.8K 0.03%
25
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181
$48.1K 0.03%
570
182
$48K 0.03%
1,900
183
$48K 0.03%
700
+200
184
$47K 0.03%
350
185
$46.4K 0.03%
1,199
186
$45.9K 0.03%
1,182
187
$45.8K 0.03%
710
188
$45.2K 0.03%
650
189
$44K 0.02%
909
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190
$44K 0.02%
600
-400
191
$41.7K 0.02%
380
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192
$39.9K 0.02%
1,646
+335
193
$39.1K 0.02%
1,060
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194
$35.4K 0.02%
1,530
195
$34.3K 0.02%
780
196
$34.1K 0.02%
579
197
$32.8K 0.02%
250
198
$32.6K 0.02%
292
199
$32.2K 0.02%
150
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200
$31.6K 0.02%
442
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6 7
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