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
$145M
AUM Growth
+$3.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$836K
3
+$475K
4
AMZN icon
Amazon
AMZN
+$263K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$223K

Top Sells

1
+$692K
2
+$631K
3
+$581K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$527K
5
V icon
Visa
V
+$428K

Sector Composition

1 Technology 3.62%
2 Financials 3.35%
3 Consumer Discretionary 2.38%
4 Energy 0.79%
5 Industrials 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-34
227
– –
-189
228
– –
-55
229
– –
-61
230
– –
-22
231
– –
-3
232
– –
-20
233
– –
-19
234
– –
-230
235
– –
-3
236
– –
-224
237
– –
-26
238
– –
-33
239
– –
-71
240
– –
-97
241
– –
-2
242
– –
-14,848
243
– –
-24
244
– –
-366
245
– –
-99
246
– –
-35
247
– –
-5
248
– –
-4
249
– –
-4
250
– –
-64
8 9
10
11 12