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
$68.2M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$10.2M
2 +$9.15M
3 +$7.57M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$6.17M
5
ALSN icon
Allison Transmission
ALSN
+$6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.06%
2 Consumer Discretionary 11.31%
3 Industrials 3.94%
4 Financials 2.34%
5 Utilities 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$215K 0.32%
+2,949
27
$203K 0.3%
+1,144