LFA

Legend Financial Advisors Portfolio holdings

AUM $151M
This Quarter Return
+4.77%
1 Year Return
+14.6%
3 Year Return
+62.32%
5 Year Return
+95.34%
10 Year Return
–
AUM
$114M
AUM Growth
+$114M
Cap. Flow
-$2.37M
Cap. Flow %
-2.09%
Top 10 Hldgs %
82.34%
Holding
38
New
4
Increased
11
Reduced
16
Closed
4

Top Buys

1
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
$12.7M
2
VNQ icon
Vanguard Real Estate ETF
VNQ
$8.78M
3
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
$6.79M
4
FINX icon
Global X FinTech ETF
FINX
$1.32M
5
ARKK icon
ARK Innovation ETF
ARKK
$1.14M

Top Sells

1
IBUY icon
Amplify Online Retail ETF
IBUY
$26.3M
2
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
$1.35M
3
SCHX icon
Schwab US Large- Cap ETF
SCHX
$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 Shares
Change % 		Capital Flow
PEP icon
26
PepsiCo
PEP
$204B
$416K 0.37%
3,173
+463
+17% +$60.7K
D icon
27
Dominion Energy
D
$51.1B
$320K 0.28%
4,142
– –
RSP icon
28
Invesco S&P 500 Equal Weight ETF
RSP
$74.2B
$315K 0.28%
2,923
-603
-17% -$65K
V icon
29
Visa
V
$683B
$303K 0.27%
1,746
-154
-8% -$26.7K
STBA icon
30
S&T Bancorp
STBA
$1.52B
$280K 0.25%
7,494
– –
ARKW icon
31
ARK Web x.0 ETF
ARKW
$2.35B
$257K 0.23%
4,955
+553
+13% +$28.7K
MRK icon
32
Merck
MRK
$210B
$235K 0.21%
2,814
-300
-10% -$25.1K
MCD icon
33
McDonald's
MCD
$224B
$224K 0.2%
1,080
-64
-6% -$13.3K
SHY icon
34
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
$211K 0.19%
2,496
– –
FIX icon
35
Comfort Systems
FIX
$24.8B
– –
-12,108
Closed -$634K
KO icon
36
Coca-Cola
KO
$297B
– –
-396
Closed -$14K
ORLY icon
37
O'Reilly Automotive
ORLY
$88B
– –
-2,119
Closed -$823K
SAVE
38
DELISTED
Spirit Airlines, Inc.
SAVE
– –
-10,572
Closed -$559K
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