LFA

Legend Financial Advisors Portfolio holdings

AUM $165M
1-Year Est. Return 32.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$106M
AUM Growth
+$9.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$7.61M
2
+$1.61M
3
+$1.32M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$557K
5
TBBK icon
The Bancorp
TBBK
+$520K

Top Sells

1
+$900K
2
+$510K
3
+$446K
4
IAU icon
iShares Gold Trust
IAU
+$338K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$318K

Sector Composition

1 Financials 2.62%
2 Technology 2.23%
3 Consumer Discretionary 1.24%
4 Industrials 0.91%
5 Communication Services 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$493 ﹤0.01%
+100
227
$488 ﹤0.01%
+13
228
$427 ﹤0.01%
+27
229
$333 ﹤0.01%
+11
230
$288 ﹤0.01%
+10
231
$246 ﹤0.01%
+40
232
$228 ﹤0.01%
+19
233
$199 ﹤0.01%
+9
234
– –
-6,839
235
– –
-2,429
236
– –
-3,456
6 7 8 9
10