LB

Legacy Bridge Portfolio holdings

AUM $246M
1-Year Est. Return 44.05%
This Quarter Est. Return
1 Year Est. Return
+44.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$211M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$1.1M
3
+$725K
4
NVDA icon
NVIDIA
NVDA
+$489K
5
AVGO icon
Broadcom
AVGO
+$321K

Top Sells

1
+$1.08M
2
+$1.07M
3
+$1.06M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$825K
5
KNX icon
Knight Transportation
KNX
+$696K

Sector Composition

1 Technology 27.02%
2 Industrials 16.63%
3 Financials 10.99%
4 Consumer Discretionary 6.85%
5 Healthcare 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$65.3K 0.03%
25
177
$61.3K 0.03%
1,450
178
$56.2K 0.03%
264
+153
179
$55.7K 0.03%
+8,500
180
$53.3K 0.03%
469
-170
181
$52.5K 0.02%
700
182
$50.7K 0.02%
380
183
$50.3K 0.02%
909
184
$49.6K 0.02%
710
185
$49K 0.02%
+450
186
$48.3K 0.02%
1,900
187
$47.4K 0.02%
1,182
188
$46.5K 0.02%
350
189
$45.3K 0.02%
570
190
$44.9K 0.02%
1,199
191
$42.2K 0.02%
600
192
$41.8K 0.02%
650
193
$40.6K 0.02%
780
194
$38K 0.02%
1,567
-79
195
$37.9K 0.02%
1,000
-1,000
196
$37.7K 0.02%
1,055
-5
197
$36.9K 0.02%
250
198
$35.9K 0.02%
7,489
199
$35.6K 0.02%
1,530
200
$35.3K 0.02%
292
6 7
8
9 10