LFA
Legend Financial Advisors Portfolio holdings
AUM
$151M
This Quarter Return
-2.04%
1 Year Return
+14.6%
3 Year Return
+62.32%
5 Year Return
+95.34%
10 Year Return
–
AUM
$142M
AUM Growth
+$142M
(-2.2%)
Cap. Flow
+$7.8M
Cap. Flow
% of AUM
5.5%
Top 10 Holdings %
Top 10 Hldgs %
70.66%
Holding
274
New
117
Increased
40
Reduced
19
Closed
7
Top Buys
| 1 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
$6.41M |
| 2 |
B
Barrick Mining Corporation
B
|
$700K |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$654K |
| 4 |
Visa
V
|
$492K |
| 5 |
Donaldson
DCI
|
$208K |
Top Sells
| 1 |
Halliburton
HAL
|
$476K |
| 2 |
iShares Gold Trust
IAU
|
$434K |
| 3 |
Schlumberger
SLB
|
$393K |
| 4 |
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
|
$232K |
| 5 |
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% |
