LFA
Legend Financial Advisors Portfolio holdings
AUM
$151M
This Quarter Return
-16.36%
1 Year Return
+14.6%
3 Year Return
+62.32%
5 Year Return
+95.34%
10 Year Return
–
AUM
$68.2M
AUM Growth
–
Cap. Flow
+$68.2M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
83.4%
Holding
27
New
27
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$10.2M |
| 2 |
iShares Semiconductor ETF
SOXX
|
$9.15M |
| 3 |
Apple
AAPL
|
$7.57M |
| 4 |
iShares US Aerospace & Defense ETF
ITA
|
$6.17M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Merck
MRK
$210B
| $215K | 0.32% |
+2,814
| New | +$215K |
|
27
McDonald's
MCD
$224B
| $203K | 0.3% |
+1,144
| New | +$203K |
|