LCA
Legend Capital Advisors Portfolio holdings
AUM
$160M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$160M
AUM Growth
-$19.5M
(-11%)
Holding
161
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 | |
|---|---|---|---|---|---|---|
151
Veralto
VLTO
$20.7B
| $6.81K | ﹤0.01% |
+77
|
|
||
152
Waters Corp
WAT
$33.6B
| $4.17K | ﹤0.01% |
+14
|
|
||
153
Robinhood
HOOD
$68.6B
| $3.46K | ﹤0.01% |
+50
|
|
||
154
Bakkt Inc
BKKT
$513M
| $3.05K | ﹤0.01% |
+414
|
|
||
|
NVO
155
Novo Nordisk
NVO
$197B
| $2.76K | ﹤0.01% |
+75
|
|
||
|
SOLS
156
Solstice Advanced Materials
SOLS
$13.7B
| $2.59K | ﹤0.01% |
+34
|
|
||
157
Ingevity
NGVT
$2.4B
| $2.28K | ﹤0.01% |
+32
|
|
||
158
Trimble
TRMB
$12.8B
| $1.96K | ﹤0.01% |
+30
|
|
||
159
Resideo Technologies
REZI
$4.64B
| $741 | ﹤0.01% |
+22
|
|
||
|
CHYM
160
Chime Financial
CHYM
$6.58B
| – | – |
-12,780
|
|
||
|
AEXA
161
American Exceptionalism Acquisition Corp
AEXA
$561M
| – | – |
-17,250
|
|