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
$114M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$8.78M
3
+$6.79M
4
FINX icon
Global X FinTech ETF
FINX
+$1.32M
5
ARKK icon
ARK Innovation ETF
ARKK
+$1.14M

Top Sells

1
+$26.3M
2
+$1.35M
3
+$1.13M
4
VUG icon
Vanguard Growth ETF
VUG
+$961K
5
ORLY icon
O'Reilly Automotive
ORLY
+$823K

Sector Composition

1 Technology 3.07%
2 Industrials 1.65%
3 Financials 1.6%
4 Communication Services 1.3%
5 Consumer Discretionary 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$416K 0.37%
3,173
+463
27
$320K 0.28%
4,142
28
$315K 0.28%
2,923
-603
29
$303K 0.27%
1,746
-154
30
$280K 0.25%
7,494
31
$257K 0.23%
4,955
+553
32
$235K 0.21%
2,949
-314
33
$224K 0.2%
1,080
-64
34
$211K 0.19%
2,496
35
– –
-12,108
36
– –
-396
37
– –
-31,785
38
– –
-10,572
1
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