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
$145M
AUM Growth
+$3.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$836K
3
+$475K
4
AMZN icon
Amazon
AMZN
+$263K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$223K

Top Sells

1
+$692K
2
+$631K
3
+$581K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$527K
5
V icon
Visa
V
+$428K

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
276
– –
-24
277
– –
-1
278
– –
-80
279
– –
-147
280
– –
-96
281
– –
-128
282
– –
-89
283
– –
-89
284
– –
-14
285
– –
-85
286
– –
-2
287
– –
-2,089
288
– –
-417
289
– –
-403
290
– –
-6
291
– –
-123
292
– –
-2
293
– –
-312
294
– –
-590
295
– –
-181
8 9 10 11
12