We are live on ! Find out more
LFA

Legend Financial Advisors Portfolio holdings

AUM $155M
1-Year Est. Return 36.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.74%
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
+$970K
2
+$763K
3
+$447K
4
AMZN icon
Amazon
AMZN
+$258K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$212K

Top Sells

1
+$692K
2
+$661K
3
+$581K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$511K
5
V icon
Visa
V
+$421K

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
251
– –
-2
252
– –
-312
253
– –
-590
254
– –
-133
255
– –
-7
256
– –
-75
257
– –
-185
258
– –
-9
259
– –
-235
260
– –
-1
261
– –
-162
262
– –
-125
263
– –
-95
264
– –
-50
265
– –
-181
266
– –
-51
267
– –
-139
268
– –
-50
269
– –
-19
270
– –
-64
271
– –
-189
272
– –
-110
273
– –
-61
274
– –
-22
275
– –
0
8 9 10
11
12