LFA

Legend Financial Advisors Portfolio holdings

AUM $165M
1-Year Est. Return 32.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.14%
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
– –
-3
252
– –
-224
253
– –
-26
254
– –
-33
255
– –
-71
256
– –
-97
257
– –
-2
258
– –
-24
259
– –
-366
260
– –
-99
261
– –
-35
262
– –
-5
263
– –
-4
264
– –
-4
265
– –
-64
266
– –
-20
267
– –
-79
268
– –
-42
269
– –
-60
270
– –
-13,570
271
– –
-97
272
– –
-1,000
273
– –
-121
274
– –
-242
275
– –
-156
8 9 10
11
12