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
1
$6.29M 3.51%
58,052
+3,672
2
$5.23M 2.92%
262,501
-3,500
3
$4.94M 2.76%
58,582
+1,602
4
$4.81M 2.69%
28,750
+750
5
$3.86M 2.16%
7,256
+280
6
$3.41M 1.9%
11,170
+188
7
$3.18M 1.77%
36,222
+2,010
8
$3.15M 1.76%
16,580
-287
9
$2.98M 1.66%
7,930
-21
10
$2.97M 1.66%
38,294
+1,370
11
$2.86M 1.6%
3,463
+75
12
$2.61M 1.45%
9,588
+350
13
$2.55M 1.42%
136,465
+3,685
14
$2.52M 1.41%
2,663
+4
15
$2.3M 1.28%
6,972
-176
16
$2.24M 1.25%
9,115
+580
17
$2.12M 1.18%
18,736
+1,020
18
$2.03M 1.13%
4,090
+160
19
$1.99M 1.11%
5,417
+85
20
$1.96M 1.09%
3,219
21
$1.93M 1.07%
11,284
-840
22
$1.92M 1.07%
8,636
-298
23
$1.91M 1.06%
4,066
+70
24
$1.9M 1.06%
8,136
-69
25
$1.9M 1.06%
23,674
+2
1
2 3 4 5