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
251
$790 ﹤0.01%
+14
252
$749 ﹤0.01%
+24
253
$702 ﹤0.01%
+9
254
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255
$552 ﹤0.01%
27
256
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25
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$476 ﹤0.01%
+3
258
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+42
259
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260
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261
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+128
262
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264
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265
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+417
267
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274
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+3
275
$126 ﹤0.01%
+3
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