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
$154M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.5M
3
+$1.3M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.03M
5
CELH icon
Celsius Holdings
CELH
+$901K

Top Sells

1
+$1.43M
2
+$1.16M
3
+$902K
4
DVN icon
Devon Energy
DVN
+$740K
5
CRWD icon
CrowdStrike
CRWD
+$598K

Sector Composition

1 Technology 22.27%
2 Industrials 14.11%
3 Financials 10.68%
4 Consumer Discretionary 9.15%
5 Healthcare 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$41.1K 0.03%
1,860
202
$41K 0.03%
350
203
$40.9K 0.03%
505
-181
204
$38.4K 0.02%
1,199
205
$37.7K 0.02%
1,298
206
$35.7K 0.02%
1,530
-3,600
207
$35.1K 0.02%
235
208
$35K 0.02%
+128
209
$34.6K 0.02%
71
210
$34.1K 0.02%
200
211
$33.6K 0.02%
13
212
$32.1K 0.02%
500
213
$29.5K 0.02%
1,554
214
$29.5K 0.02%
292
215
$28.8K 0.02%
883
216
$28.5K 0.02%
250
-50
217
$28.4K 0.02%
125
218
$28.3K 0.02%
295
219
$28.2K 0.02%
800
220
$27.4K 0.02%
525
221
$26.5K 0.02%
297
222
$26.5K 0.02%
500
223
$25.3K 0.02%
100
224
$23.8K 0.02%
325
225
$23.5K 0.02%
300
7 8
9
10 11