LB

Legacy Bridge Portfolio holdings

AUM $211M
1-Year Est. Return 39.35%
This Quarter Est. Return
1 Year Est. Return
+39.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$177M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.78M
3
+$1.72M
4
CRWD icon
CrowdStrike
CRWD
+$1.49M
5
OKTA icon
Okta
OKTA
+$1.27M

Top Sells

1
+$437K
2
+$289K
3
+$268K
4
COST icon
Costco
COST
+$226K
5
LOW icon
Lowe's Companies
LOW
+$196K

Sector Composition

1 Technology 18.44%
2 Financials 15.67%
3 Industrials 10.92%
4 Healthcare 8.13%
5 Consumer Discretionary 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$45K 0.03%
1,182
202
$45K 0.03%
900
203
$42K 0.02%
800
204
$42K 0.02%
1,348
205
$41K 0.02%
350
206
$41K 0.02%
3,030
207
$40K 0.02%
297
208
$38K 0.02%
71
209
$38K 0.02%
710
210
$38K 0.02%
650
211
$37K 0.02%
380
212
$35K 0.02%
639
213
$34K 0.02%
500
-250
214
$33K 0.02%
600
215
$33K 0.02%
430
216
$33K 0.02%
295
217
$33K 0.02%
580
218
$32K 0.02%
1,554
219
$32K 0.02%
235
220
$31K 0.02%
339
-128
221
$31K 0.02%
+300
222
$30K 0.02%
20
223
$29K 0.02%
525
224
$29K 0.02%
1,460
225
$26K 0.01%
380
-200
7 8
9
10 11