LFA
Legend Financial Advisors Portfolio holdings
AUM $151M
This Quarter Return
+0.43%
1 Year Return
+14.6%
3 Year Return
+62.32%
5 Year Return
+95.34%
10 Year Return
–
AUM
$136M
AUM Growth
-$5.6M (-4%)
Cap. Flow
-$4.68M
Cap. Flow % of AUM
-3.44%
Top 10 Holdings %Top 10 Hldgs %
68.35%
Holding
270
New
3
Increased
14
Reduced
15
Closed
233
Top Buys
| 1 | $4.66M | |
| 2 | $1.75M | |
| 3 | $966K | |
| 4 | $636K | |
| 5 | $458K |
Top Sells
| 1 | $4.83M | |
| 2 | $1.79M | |
| 3 | $1.34M | |
| 4 | $533K | |
| 5 | $438K |
Sector Composition
| 1 | Financials | 4.34% |
| 2 | Technology | 3.43% |
| 3 | Consumer Discretionary | 2.1% |
| 4 | Industrials | 0.68% |
| 5 | Materials | 0.64% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| – | – | -4 | Closed | -$17 | |||
| – | – | -24 | Closed | -$762 | |||
| – | – | -581 | Closed | -$22.3K | |||
| – | – | -99 | Closed | -$2.61K | |||
| – | – | -35 | Closed | -$2.05K | |||
| – | – | -45 | Closed | -$2.17K | |||
| – | – | -204 | Closed | -$18.1K | |||
| – | – | -64 | Closed | -$37.5K | |||
| – | – | -3,374 | Closed | -$129K | |||
| – | – | -5 | Closed | -$570 | |||
| – | – | -43 | Closed | -$9.5K | |||
| – | – | -1,648 | Closed | -$37.5K | |||
| – | – | -4 | Closed | -$132 | |||
| – | – | -4 | Closed | -$36 | |||
| – | – | -64 | Closed | -$2.78K | |||
| – | – | -20 | Closed | -$39 | |||
| – | – | -42 | Closed | -$5.07K | |||
| – | – | -60 | Closed | -$7.56K | |||
| – | – | -2 | Closed | -$131 | |||
| – | – | -45 | Closed | -$10.8K | |||
| – | – | -82 | Closed | -$4.71K | |||
| – | – | -83 | Closed | -$8.06K | |||
| – | – | -189 | Closed | -$5.83K | |||
| – | – | -51 | Closed | -$25.8K | |||
| – | – | -41 | Closed | -$9.35K |
