LCA

Legend Capital Advisors Portfolio holdings

AUM $180M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$180M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$76.7M
2 +$22.4M
3 +$18.4M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.18M
5
TSLA icon
Tesla
TSLA
+$5.97M

Top Sells

No sells this quarter

Sector Composition

1 Technology 50.92%
2 Communication Services 20.33%
3 Financials 15.45%
4 Consumer Discretionary 5.87%
5 Healthcare 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SOFI icon
26
SoFi Technologies
SOFI
$24.6B
$679K 0.38%
+25,925
AXP icon
27
American Express
AXP
$225B
$663K 0.37%
+1,793
WMT icon
28
Walmart Inc
WMT
$1T
$641K 0.36%
+5,751
GS icon
29
Goldman Sachs
GS
$276B
$612K 0.34%
+696
AVGO icon
30
Broadcom
AVGO
$1.58T
$533K 0.3%
+1,541
COST icon
31
Costco
COST
$443B
$484K 0.27%
+561
CSCO icon
32
Cisco
CSCO
$313B
$468K 0.26%
+6,070
TMC icon
33
TMC The Metals Company
TMC
$2.64B
$453K 0.25%
+73,500
IVE icon
34
iShares S&P 500 Value ETF
IVE
$50.4B
$418K 0.23%
+1,972
IWM icon
35
iShares Russell 2000 ETF
IWM
$75.7B
$403K 0.22%
+1,637
RTX icon
36
RTX Corp
RTX
$266B
$377K 0.21%
+2,055
MCD icon
37
McDonald's
MCD
$237B
$367K 0.2%
+1,200
V icon
38
Visa
V
$602B
$354K 0.2%
+1,010
RSP icon
39
Invesco S&P 500 Equal Weight ETF
RSP
$88.6B
$347K 0.19%
+1,810
CHYM
40
Chime Financial
CHYM
$7.91B
$322K 0.18%
+12,780
WFC icon
41
Wells Fargo
WFC
$268B
$319K 0.18%
+3,423
PONY
42
Pony AI Inc
PONY
$5.88B
$319K 0.18%
+21,980
VZ icon
43
Verizon
VZ
$208B
$312K 0.17%
+5,680
JNJ icon
44
Johnson & Johnson
JNJ
$594B
$285K 0.16%
+1,377
CVX icon
45
Chevron
CVX
$365B
$278K 0.15%
+1,822
PANW icon
46
Palo Alto Networks
PANW
$118B
$265K 0.15%
+1,438
ASML icon
47
ASML
ASML
$593B
$254K 0.14%
+237
PBR.A icon
48
Petrobras Class A
PBR.A
$99.9B
$233K 0.13%
+20,660
CEG icon
49
Constellation Energy
CEG
$118B
$230K 0.13%
+651
GWW icon
50
W.W. Grainger
GWW
$53.6B
$225K 0.13%
+223