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
+$6.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1 +$1.57M
2 +$765K
3 +$657K
4
AVAV icon
AeroVironment
AVAV
+$563K
5
ACN icon
Accenture
ACN
+$522K

Top Sells

1 +$575K
2 +$538K
3 +$402K
4
CELH icon
Celsius Holdings
CELH
+$249K
5
CE icon
Celanese
CE
+$234K

Sector Composition

1 Technology 26.19%
2 Industrials 15.22%
3 Financials 10.66%
4 Consumer Discretionary 7.99%
5 Healthcare 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$40.8K 0.02%
24
+1
202
$39.6K 0.02%
1,055
203
$37.5K 0.02%
200
204
$36.9K 0.02%
1,200
205
$34.7K 0.02%
1,530
206
$33.8K 0.02%
431
207
$33.5K 0.02%
500
208
$32.9K 0.02%
250
209
$31.9K 0.02%
236
210
$31.6K 0.02%
1,311
+815
211
$30.1K 0.02%
500
212
$29.8K 0.02%
800
213
$29.4K 0.02%
883
214
$28.9K 0.02%
313
215
$28.7K 0.01%
579
216
$28.4K 0.01%
292
217
$28.1K 0.01%
100
218
$27.5K 0.01%
525
219
$27.1K 0.01%
1,298
220
$27.1K 0.01%
+500
221
$26.9K 0.01%
295
222
$26.6K 0.01%
111
223
$26K 0.01%
150
224
$24.7K 0.01%
110
225
$23.6K 0.01%
280
+50