LFA
Legend Financial Advisors Portfolio holdings
AUM $151M
This Quarter Return
+0.43%
1 Year Return
+14.6%
3 Year Return
+62.32%
5 Year Return
+95.34%
10 Year Return
–
AUM
$136M
AUM Growth
-$5.6M (-4%)
Cap. Flow
-$4.68M
Cap. Flow % of AUM
-3.44%
Top 10 Holdings %Top 10 Hldgs %
68.35%
Holding
270
New
3
Increased
14
Reduced
15
Closed
233
Top Buys
| 1 | $4.66M | |
| 2 | $1.75M | |
| 3 | $966K | |
| 4 | $636K | |
| 5 | $458K |
Top Sells
| 1 | $4.83M | |
| 2 | $1.79M | |
| 3 | $1.34M | |
| 4 | $533K | |
| 5 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| – | – | -83 | Closed | -$10.5K | |||
| – | – | -242 | Closed | -$9.76K | |||
| – | – | -59 | Closed | -$2.97K | |||
| – | – | -7 | Closed | -$1.39K | |||
| – | – | -100 | Closed | -$4.02K | |||
| – | – | -3 | Closed | -$1.62K | |||
| – | – | -66 | Closed | -$16.7K | |||
| – | – | -6 | Closed | -$1.76K | |||
| – | – | -42 | Closed | -$523 | |||
| – | – | -184 | Closed | -$31.2K | |||
| – | – | -40 | Closed | -$3.57K | |||
| – | – | -71 | Closed | -$29.1K | |||
| – | – | -8 | Closed | -$352 | |||
| – | – | -780 | Closed | -$31.2K | |||
| – | – | -4 | Closed | -$42 | |||
| – | – | -3 | Closed | -$543 | |||
| – | – | -280 | Closed | -$10.5K | |||
| – | – | -153 | Closed | -$10.7K | |||
| – | – | -300 | Closed | -$34.3K | |||
| – | – | -147 | Closed | -$5K |
