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
$154M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.5M
3
+$1.3M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.03M
5
CELH icon
Celsius Holdings
CELH
+$901K

Top Sells

1
+$1.43M
2
+$1.16M
3
+$902K
4
DVN icon
Devon Energy
DVN
+$740K
5
CRWD icon
CrowdStrike
CRWD
+$598K

Sector Composition

1 Technology 22.27%
2 Industrials 14.11%
3 Financials 10.68%
4 Consumer Discretionary 9.15%
5 Healthcare 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.52M 4.23%
307,679
2
$3.61M 2.34%
32,380
-100
3
$3.29M 2.13%
8,754
-286
4
$3.1M 2.01%
5,313
5
$2.86M 1.86%
57,830
-1,300
6
$2.59M 1.68%
17,050
-200
7
$2.24M 1.45%
9,315
-294
8
$2.21M 1.44%
11,503
-275
9
$2.2M 1.43%
37,396
10
$2.11M 1.37%
7,130
11
$2.06M 1.33%
20,264
-70
12
$1.98M 1.28%
13,445
-175
13
$1.98M 1.28%
11,165
14
$1.95M 1.26%
5,459
+2,881
15
$1.9M 1.23%
13,470
16
$1.88M 1.22%
8,435
-15
17
$1.79M 1.16%
5,176
-135
18
$1.77M 1.15%
2,682
-8
19
$1.74M 1.13%
11,808
20
$1.74M 1.13%
7,570
-15
21
$1.71M 1.11%
8,529
-50
22
$1.7M 1.1%
32,364
-525
23
$1.67M 1.08%
10,730
-45
24
$1.66M 1.08%
7,928
-280
25
$1.63M 1.06%
4,078
-180
1
2 3 4 5