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
1
$9.66M 4.58%
61,144
+3,092
2
$8.25M 3.91%
29,916
+1,166
3
$7.85M 3.73%
57,605
-977
4
$6.03M 2.86%
11,405
+235
5
$5.09M 2.42%
259,501
-3,000
6
$4.21M 2%
18,261
-475
7
$3.94M 1.87%
7,920
-10
8
$3.92M 1.86%
38,294
9
$3.7M 1.76%
7,615
+359
10
$3.68M 1.75%
16,765
+185
11
$3.52M 1.67%
36,013
-209
12
$3.42M 1.62%
9,588
13
$3.13M 1.49%
24,373
+800
14
$3.05M 1.45%
3,684
+270
15
$2.92M 1.39%
18,735
16
$2.82M 1.34%
7,272
+300
17
$2.81M 1.34%
3,611
+148
18
$2.64M 1.25%
9,115
19
$2.63M 1.25%
2,658
-5
20
$2.53M 1.2%
11,178
+10
21
$2.5M 1.19%
23,672
-2
22
$2.47M 1.17%
130,360
-6,105
23
$2.3M 1.09%
11,259
-25
24
$2.23M 1.06%
3,194
-25
25
$2.22M 1.05%
4,090
1
2 3 4 5