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

Sector Composition

1 Technology 41.46%
2 Communication Services 21.64%
3 Financials 16.74%
4 Consumer Discretionary 5.96%
5 Energy 2.39%