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
$151M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$883K
2
+$685K
3
+$664K
4
IDMO icon
Invesco S&P International Developed Momentum ETF
IDMO
+$612K
5
LCR icon
Leuthold Core ETF
LCR
+$401K

Top Sells

1
+$1.25M
2
+$1.01M
3
+$482K
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$337K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$305K

Sector Composition

1 Financials 4.26%
2 Technology 3.64%
3 Consumer Discretionary 2.41%
4 Materials 1.21%
5 Industrials 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CPA icon
26
Copa Holdings
CPA
$5.13B
$851K 0.57%
7,741
+19
TBBK icon
27
The Bancorp
TBBK
$3.29B
$788K 0.52%
13,831
-28
FSLR icon
28
First Solar
FSLR
$24.9B
$787K 0.52%
4,754
+28
NMIH icon
29
NMI Holdings
NMIH
$2.77B
$760K 0.5%
18,003
-826
SCHG icon
30
Schwab US Large-Cap Growth ETF
SCHG
$51.8B
$718K 0.48%
24,564
-686
ALV icon
31
Autoliv
ALV
$8.96B
$714K 0.47%
6,379
-7
INTC icon
32
Intel
INTC
$176B
$687K 0.46%
30,659
-583
NOMD icon
33
Nomad Foods
NOMD
$1.84B
$685K 0.46%
+40,327
EG icon
34
Everest Group
EG
$14.6B
$644K 0.43%
1,895
+26
JPM icon
35
JPMorgan Chase
JPM
$810B
$250K 0.17%
863
LLY icon
36
Eli Lilly
LLY
$720B
$234K 0.16%
300
NEE icon
37
NextEra Energy
NEE
$174B
$219K 0.15%
3,149
WDAY icon
38
Workday
WDAY
$62.5B
$206K 0.14%
+859
RSP icon
39
Invesco S&P 500 Equal Weight ETF
RSP
$74B
$168K 0.11%
+926
XLY icon
40
Consumer Discretionary Select Sector SPDR Fund
XLY
$24B
$156K 0.1%
+716
PNC icon
41
PNC Financial Services
PNC
$70.4B
$130K 0.09%
+695
STBA icon
42
S&T Bancorp
STBA
$1.34B
$128K 0.08%
+3,374
V icon
43
Visa
V
$664B
$107K 0.07%
301
-1,357
IWF icon
44
iShares Russell 1000 Growth ETF
IWF
$122B
$96K 0.06%
+226
BK icon
45
Bank of New York Mellon
BK
$74.7B
$94.4K 0.06%
+1,036
AMGN icon
46
Amgen
AMGN
$161B
$80K 0.05%
+287
APAM icon
47
Artisan Partners
APAM
$3.04B
$75.4K 0.05%
+1,700
MSFT icon
48
Microsoft
MSFT
$3.82T
$68.6K 0.05%
+138
GOOGL icon
49
Alphabet (Google) Class A
GOOGL
$3.06T
$67K 0.04%
+380
COP icon
50
ConocoPhillips
COP
$108B
$61.8K 0.04%
+689
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