LFA

Legend Financial Advisors Portfolio holdings

AUM $163M
1-Year Est. Return 22.07%
This Quarter Est. Return
1 Year Est. Return
+22.07%
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
251
– –
-60
252
– –
-13,570
253
– –
-97
254
– –
-1,000
255
– –
-121
256
– –
-242
257
– –
-156
258
– –
-52
259
– –
-7
260
– –
-96
261
– –
-38
262
– –
-3
263
– –
-6
264
– –
-42
265
– –
-40
266
– –
-174
267
– –
-4
268
– –
-280
269
– –
-153
270
– –
-258
271
– –
-147
272
– –
-197
273
– –
-448
274
– –
-2
275
– –
-5
8 9 10
11
12