LCA
Legend Capital Advisors Portfolio holdings
AUM
$180M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$180M
AUM Growth
–
Holding
56
Top Buys
| 1 | +$76.7M | |
| 2 | +$22.4M | |
| 3 | +$18.4M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$7.18M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
51
General Motors
GM
$73.5B
| $216K | 0.12% |
+2,660
|
|
||
52
FedEx
FDX
$90.9B
| $205K | 0.11% |
+710
|
|
||
53
Walt Disney
DIS
$188B
| $205K | 0.11% |
+1,799
|
|
||
54
Howmet Aerospace
HWM
$105B
| $201K | 0.11% |
+981
|
|
||
55
Vanguard Small-Cap Value ETF
VBR
$34.5B
| $200K | 0.11% |
+946
|
|
||
|
AEXA
56
American Exceptionalism Acquisition Corp
AEXA
$552M
| $196K | 0.11% |
+17,250
|
|