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
$192M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1 +$2.02M
2 +$1.82M
3 +$1.45M
4
LIT icon
Global X Lithium & Battery Tech ETF
LIT
+$803K
5
WMT icon
Walmart
WMT
+$569K

Top Sells

1 +$786K
2 +$575K
3 +$494K
4
AMD icon
Advanced Micro Devices
AMD
+$449K
5
COST icon
Costco
COST
+$308K

Sector Composition

1 Technology 19.11%
2 Financials 15.11%
3 Industrials 12.43%
4 Healthcare 8.25%
5 Consumer Staples 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$47K 0.02%
1,182
202
$46K 0.02%
650
203
$45K 0.02%
900
204
$43K 0.02%
350
205
$43K 0.02%
71
206
$43K 0.02%
710
207
$42K 0.02%
20
208
$42K 0.02%
857
209
$41K 0.02%
550
210
$38K 0.02%
430
211
$35K 0.02%
380
212
$35K 0.02%
1,860
213
$35K 0.02%
295
214
$35K 0.02%
235
215
$35K 0.02%
2,130
216
$34K 0.02%
+171
217
$34K 0.02%
1,554
218
$33K 0.02%
500
219
$33K 0.02%
+515
220
$33K 0.02%
297
221
$32K 0.02%
300
222
$32K 0.02%
300
223
$31K 0.02%
225
224
$31K 0.02%
883
225
$30K 0.02%
1,298
-50