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
$91M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$6.82M
3
+$6.82M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.45M
5
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$731K

Top Sells

1
+$6M
2
+$3.68M
3
+$976K
4
INTC icon
Intel
INTC
+$191K
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$107K

Sector Composition

1 Technology 4.21%
2 Industrials 3.32%
3 Consumer Discretionary 2.15%
4 Financials 1.89%
5 Communication Services 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$332K 0.36%
+2,710
27
$318K 0.35%
4,142
28
$297K 0.33%
1,900
+254
29
$296K 0.33%
7,494
30
$259K 0.28%
3,263
+314
31
$228K 0.25%
+4,402
32
$217K 0.24%
1,144
33
$210K 0.23%
+2,496
34
$14K 0.02%
+396
35
– –
-13,667
36
– –
-168,848
37
– –
-40,511
1
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