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
$142M
AUM Growth
-$3.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$700K
2
+$492K
3
+$208K
4
COPX icon
Global X Copper Miners ETF NEW
COPX
+$174K
5
LCR icon
Leuthold Core ETF
LCR
+$96.9K

Top Sells

1
+$476K
2
+$434K
3
+$393K
4
RSPD icon
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
+$232K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$132K

Sector Composition

1 Financials 3.93%
2 Technology 3.62%
3 Consumer Discretionary 2.64%
4 Industrials 0.84%
5 Materials 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$85 ﹤0.01%
+1
252
$79 ﹤0.01%
+1
253
$79 ﹤0.01%
+3
254
$78 ﹤0.01%
+3
255
$73 ﹤0.01%
2
256
$69 ﹤0.01%
2
257
$60 ﹤0.01%
+3
258
$46 ﹤0.01%
+417
259
$42 ﹤0.01%
+2
260
$42 ﹤0.01%
+4
261
$39 ﹤0.01%
+20
262
$39 ﹤0.01%
+15
263
$36 ﹤0.01%
+4
264
$27 ﹤0.01%
+80
265
$17 ﹤0.01%
4
266
$17 ﹤0.01%
+1
267
$16 ﹤0.01%
+5
268
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270
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271
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273
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274
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