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LB

Legacy Bridge Portfolio holdings

AUM $262M
1-Year Est. Return 56.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+56.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$240M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$1.02M
3
+$1.02M
4
CELH icon
Celsius Holdings
CELH
+$892K
5
IONQ icon
IonQ
IONQ
+$530K

Top Sells

1
+$1.04M
2
+$773K
3
+$707K
4
SKX
Skechers
SKX
+$427K
5
WTBA icon
West Bancorporation
WTBA
+$100K

Sector Composition

1 Technology 29.04%
2 Industrials 16.01%
3 Financials 10.27%
4 Consumer Discretionary 6.69%
5 Healthcare 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$80K 0.03%
1,485
177
$80K 0.03%
4,250
178
$79.2K 0.03%
470
179
$76.6K 0.03%
2,460
180
$73.6K 0.03%
1,600
181
$73.2K 0.03%
2,906
182
$70.7K 0.03%
1,046
183
$65.6K 0.03%
1,099
184
$65.6K 0.03%
1,450
185
$63.2K 0.03%
+1,351
186
$63.1K 0.03%
179
187
$58.4K 0.02%
25
188
$56.8K 0.02%
267
+3
189
$56.1K 0.02%
700
190
$51.8K 0.02%
909
191
$51.7K 0.02%
1,182
192
$51.2K 0.02%
710
193
$50.1K 0.02%
1,199
194
$49.8K 0.02%
380
195
$49.7K 0.02%
350
196
$49.3K 0.02%
469
197
$48.8K 0.02%
450
198
$48.5K 0.02%
1,900
199
$47.3K 0.02%
570
200
$46.9K 0.02%
700
+30
6 7
8
9 10