LB

Legacy Bridge Portfolio holdings

AUM $246M
1-Year Est. Return 44.05%
This Quarter Est. Return
1 Year Est. Return
+44.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$211M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$1.1M
3
+$725K
4
NVDA icon
NVIDIA
NVDA
+$489K
5
AVGO icon
Broadcom
AVGO
+$321K

Top Sells

1
+$1.08M
2
+$1.07M
3
+$1.06M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$825K
5
KNX icon
Knight Transportation
KNX
+$696K

Sector Composition

1 Technology 27.02%
2 Industrials 16.63%
3 Financials 10.99%
4 Consumer Discretionary 6.85%
5 Healthcare 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$35K 0.02%
883
202
$34.3K 0.02%
800
203
$34K 0.02%
1,298
204
$33.6K 0.02%
200
205
$33K 0.02%
110
-1
206
$32.1K 0.02%
+580
207
$31.4K 0.01%
236
208
$31.3K 0.01%
500
209
$30.5K 0.01%
150
210
$29.8K 0.01%
442
211
$29.6K 0.01%
111
212
$29.4K 0.01%
+150
213
$28.5K 0.01%
313
214
$27K 0.01%
300
215
$27K 0.01%
295
216
$25.7K 0.01%
+275
217
$25.4K 0.01%
400
-125
218
$23.6K 0.01%
431
219
$22.8K 0.01%
+65
220
$22.7K 0.01%
100
221
$22.4K 0.01%
510
222
$22.3K 0.01%
295
-2
223
$22.3K 0.01%
+670
224
$22.2K 0.01%
70
+58
225
$21.8K 0.01%
898
+61
7 8
9
10 11