LB

Legacy Bridge Portfolio holdings

AUM $246M
1-Year Est. Return 44.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+44.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$240M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1 +$1.17M
2 +$1.02M
3 +$1.02M
4
CELH icon
Celsius Holdings
CELH
+$892K
5
IONQ icon
IonQ
IONQ
+$530K

Top Sells

1 +$1.04M
2 +$773K
3 +$707K
4
SKX
Skechers
SKX
+$427K
5
WTBA icon
West Bancorporation
WTBA
+$100K

Sector Composition

1 Technology 29.04%
2 Industrials 16.01%
3 Financials 10.27%
4 Consumer Discretionary 6.69%
5 Healthcare 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
APP icon
201
Applovin
APP
$152B
$46.7K 0.02%
65
MAS icon
202
Masco
MAS
$12.4B
$45.8K 0.02%
650
HOOD icon
203
Robinhood
HOOD
$68.5B
$43.7K 0.02%
305
+30
INV
204
Innventure Inc
INV
$287M
$43.4K 0.02%
7,489
TSLA icon
205
Tesla
TSLA
$1.48T
$43.1K 0.02%
97
+27
SHEL icon
206
Shell
SHEL
$249B
$42.9K 0.02%
600
IBDS icon
207
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.73B
$41.2K 0.02%
1,693
+795
XLI icon
208
State Street Industrial Select Sector SPDR ETF
XLI
$29B
$38.6K 0.02%
250
IBDR icon
209
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.7B
$38.1K 0.02%
1,567
ILF icon
210
iShares Latin America 40 ETF
ILF
$4.06B
$37.5K 0.02%
1,298
NVS icon
211
Novartis
NVS
$294B
$37.4K 0.02%
292
GSIE icon
212
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.11B
$36.3K 0.02%
883
SCHZ icon
213
Schwab US Aggregate Bond ETF
SCHZ
$9.89B
$35.9K 0.01%
1,530
COR icon
214
Cencora
COR
$68.6B
$34.4K 0.01%
110
IJT icon
215
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.4B
$33.4K 0.01%
236
CMCSA icon
216
Comcast
CMCSA
$109B
$33.1K 0.01%
1,055
ORLY icon
217
O'Reilly Automotive
ORLY
$78B
$32.3K 0.01%
300
NET icon
218
Cloudflare
NET
$74.7B
$32.2K 0.01%
150
CGW icon
219
Invesco S&P Global Water Index ETF
CGW
$1.02B
$32.1K 0.01%
500
DAR icon
220
Darling Ingredients
DAR
$8.93B
$30.9K 0.01%
1,000
DKNG icon
221
DraftKings
DKNG
$12.6B
$29.9K 0.01%
800
AVB icon
222
AvalonBay Communities
AVB
$24B
$29K 0.01%
150
EQR icon
223
Equity Residential
EQR
$22.8B
$28.6K 0.01%
442
ACGL icon
224
Arch Capital
ACGL
$33.5B
$28.4K 0.01%
313
CAH icon
225
Cardinal Health
CAH
$51.6B
$28.3K 0.01%
180
-20