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LB

Legacy Bridge Portfolio holdings

AUM $262M
1-Year Est. Return 56.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+56.69%
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
201
$46.7K 0.02%
65
202
$45.8K 0.02%
650
203
$43.7K 0.02%
305
+30
204
$43.4K 0.02%
7,489
205
$43.1K 0.02%
97
+27
206
$42.9K 0.02%
600
207
$41.2K 0.02%
1,693
+795
208
$38.6K 0.02%
250
209
$38.1K 0.02%
1,567
210
$37.5K 0.02%
1,298
211
$37.4K 0.02%
292
212
$36.3K 0.02%
883
213
$35.9K 0.01%
1,530
214
$34.4K 0.01%
110
215
$33.4K 0.01%
236
216
$33.1K 0.01%
1,055
217
$32.3K 0.01%
300
218
$32.2K 0.01%
150
219
$32.1K 0.01%
500
220
$30.9K 0.01%
1,000
221
$29.9K 0.01%
800
222
$29K 0.01%
150
223
$28.6K 0.01%
442
224
$28.4K 0.01%
313
225
$28.3K 0.01%
180
-20
7 8
9
10 11