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LCA

Legend Capital Advisors Portfolio holdings

AUM $160M
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
$160M
AUM Growth
-$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$1.73M
3
+$1.66M
4
FIGR
Figure Technology Solutions
FIGR
+$1.31M
5
PHK
PIMCO High Income Fund
PHK
+$550K

Top Sells

1
+$1.35M
2
+$1.03M
3
+$596K
4
CHYM
Chime Financial
CHYM
+$322K
5
AEXA
American Exceptionalism Acquisition Corp
AEXA
+$196K

Sector Composition

1 Technology 41.46%
2 Communication Services 21.64%
3 Financials 16.74%
4 Consumer Discretionary 5.96%
5 Energy 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PANW icon
51
Palo Alto Networks
PANW
$266B
$263K 0.16%
1,638
+200
FDX icon
52
FedEx
FDX
$75.1B
$249K 0.16%
700
-10
GWW icon
53
W.W. Grainger
GWW
$65B
$243K 0.15%
223
AR icon
54
Antero Resources
AR
$10.3B
$240K 0.15%
+5,650
NOC icon
55
Northrop Grumman
NOC
$76.6B
$237K 0.15%
+348
HWM icon
56
Howmet Aerospace
HWM
$108B
$226K 0.14%
981
HON icon
57
Honeywell
HON
$71.7B
$224K 0.14%
+991
LHX icon
58
L3Harris
LHX
$54.2B
$217K 0.14%
+629
MRK icon
59
Merck
MRK
$305B
$211K 0.13%
+1,750
PONY
60
Pony AI Inc
PONY
$2.86B
$207K 0.13%
21,980
VBR icon
61
Vanguard Small-Cap Value ETF
VBR
$36.7B
$206K 0.13%
946
GM icon
62
General Motors
GM
$70.2B
$198K 0.12%
2,660
SBUX icon
63
Starbucks
SBUX
$121B
$197K 0.12%
+2,204
IWO icon
64
iShares Russell 2000 Growth ETF
IWO
$15B
$190K 0.12%
+606
KO icon
65
Coca-Cola
KO
$359B
$190K 0.12%
+2,500
CEG icon
66
Constellation Energy
CEG
$89.8B
$182K 0.11%
651
ICOP icon
67
iShares Copper and Metals Mining ETF
ICOP
$424M
$181K 0.11%
+3,800
DIS icon
68
Walt Disney
DIS
$166B
$173K 0.11%
1,790
-9
PM icon
69
Philip Morris
PM
$283B
$158K 0.1%
+953
VST icon
70
Vistra
VST
$53.6B
$152K 0.1%
+1,014
UNP icon
71
Union Pacific
UNP
$170B
$150K 0.09%
+620
UBER icon
72
Uber
UBER
$152B
$147K 0.09%
+2,050
BLK icon
73
Blackrock
BLK
$161B
$146K 0.09%
+152
EOG icon
74
EOG Resources
EOG
$71.4B
$145K 0.09%
+1,000
LOW icon
75
Lowe's Companies
LOW
$119B
$142K 0.09%
+600
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3
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