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
$136M
AUM Growth
-$5.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$1.75M
3
+$966K
4
EVR icon
Evercore
EVR
+$636K
5
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$458K

Top Sells

1
+$4.83M
2
+$1.79M
3
+$1.34M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$533K
5
RSPD icon
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
+$438K

Sector Composition

1 Financials 4.34%
2 Technology 3.43%
3 Consumer Discretionary 2.1%
4 Industrials 0.68%
5 Materials 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-133
252
– –
-7
253
– –
-3
254
– –
-350
255
– –
-11
256
– –
-9
257
– –
-235
258
– –
-1
259
– –
-2
260
– –
-162
261
– –
-63
262
– –
-125
263
– –
-491
264
– –
-95
265
– –
-236
266
– –
-181
267
– –
-444
268
– –
-2
269
– –
-10
270
– –
-51
7 8 9 10
11