LB

Legacy Bridge Portfolio holdings

AUM $240M
1-Year Est. Return 49.73%
This Quarter Est. Return
1 Year Est. Return
+49.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$913K
3
+$678K
4
TEM
Tempus AI
TEM
+$582K
5
AXON icon
Axon Enterprise
AXON
+$573K

Top Sells

1
+$1.5M
2
+$1.35M
3
+$1.28M
4
AMD icon
Advanced Micro Devices
AMD
+$1.06M
5
PEP icon
PepsiCo
PEP
+$701K

Sector Composition

1 Technology 23.75%
2 Industrials 14.02%
3 Financials 11.53%
4 Consumer Discretionary 7.83%
5 Healthcare 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$31.5K 0.02%
883
202
$31.4K 0.02%
111
203
$30.9K 0.02%
525
204
$30.8K 0.02%
111
+1
205
$30.6K 0.02%
1,298
206
$30.1K 0.02%
313
207
$29.4K 0.02%
236
208
$28.9K 0.02%
295
209
$28.7K 0.02%
300
-540
210
$27.8K 0.02%
500
211
$27.6K 0.02%
200
-465
212
$27.1K 0.02%
777
-381
213
$26.6K 0.01%
800
214
$25.9K 0.01%
286
+82
215
$25.6K 0.01%
150
216
$24.4K 0.01%
100
217
$23.1K 0.01%
431
218
$22.5K 0.01%
17
219
$22.3K 0.01%
297
+2
220
$21.9K 0.01%
255
221
$20.3K 0.01%
40
222
$20.2K 0.01%
837
+655
223
$19.9K 0.01%
111
+1
224
$19.3K 0.01%
132
225
$17.3K 0.01%
317
7 8
9
10 11