LFA

Legend Financial Advisors Portfolio holdings

AUM $151M
1-Year Est. Return 14.6%
This Quarter Est. Return
1 Year Est. Return
+14.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
+$2.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$482K
2
+$410K
3
+$409K
4
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$337K
5
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$264K

Top Sells

1
+$885K
2
+$796K
3
+$406K
4
LCR icon
Leuthold Core ETF
LCR
+$285K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$109K

Sector Composition

1 Technology 3.84%
2 Financials 3.81%
3 Consumer Discretionary 2.69%
4 Energy 1.45%
5 Industrials 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.18K ﹤0.01%
+95
227
$2.18K ﹤0.01%
45
228
$1.96K ﹤0.01%
+78
229
$1.94K ﹤0.01%
10
-2
230
$1.91K ﹤0.01%
97
231
$1.75K ﹤0.01%
+181
232
$1.73K ﹤0.01%
+85
233
$1.71K ﹤0.01%
+43
234
$1.69K ﹤0.01%
+19
235
$1.61K ﹤0.01%
+6
236
$1.61K ﹤0.01%
+24
237
$1.59K ﹤0.01%
+51
238
$1.5K ﹤0.01%
+3
239
$1.43K ﹤0.01%
+235
240
$1.43K ﹤0.01%
+50
241
$1.32K ﹤0.01%
+55
242
$1.28K ﹤0.01%
+7
243
$1.27K ﹤0.01%
13
-3
244
$1.25K ﹤0.01%
+16
245
$1.2K ﹤0.01%
43
246
$1.19K ﹤0.01%
+96
247
$1.1K ﹤0.01%
+147
248
$1.09K ﹤0.01%
+9
249
$1.05K ﹤0.01%
35
+10
250
$1.04K ﹤0.01%
+92
8 9
10
11 12