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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
1
$11.5M 4.79%
61,642
+498
2
$10.7M 4.45%
58,627
+1,022
3
$9.79M 4.07%
29,661
-255
4
$7.06M 2.94%
11,478
+73
5
$6.2M 2.58%
18,261
6
$5.58M 2.32%
38,294
7
$5.17M 2.15%
254,401
-5,100
8
$4.58M 1.9%
18,575
-160
9
$4.26M 1.77%
8,233
+313
10
$4.25M 1.77%
38,042
+522
11
$3.85M 1.6%
7,649
+34
12
$3.82M 1.59%
17,384
+619
13
$3.71M 1.54%
35,963
-50
14
$3.57M 1.48%
9,526
-62
15
$3.44M 1.43%
7,202
-70
16
$3.2M 1.33%
10,333
+54
17
$3.08M 1.28%
11,030
-148
18
$2.88M 1.2%
9,143
+28
19
$2.88M 1.2%
19,073
-5,300
20
$2.82M 1.17%
3,690
+79
21
$2.64M 1.1%
3,684
22
$2.56M 1.06%
23,242
-430
23
$2.48M 1.03%
129,345
-1,015
24
$2.46M 1.03%
2,663
+5
25
$2.4M 1%
3,171
-23
1
2 3 4 5