LFA
Legend Financial Advisors Portfolio holdings
AUM
$151M
This Quarter Return
+2.95%
1 Year Return
+14.6%
3 Year Return
+62.32%
5 Year Return
+95.34%
10 Year Return
–
AUM
$118M
AUM Growth
+$118M
(+3.6%)
Cap. Flow
+$1.11M
Cap. Flow
% of AUM
0.95%
Top 10 Holdings %
Top 10 Hldgs %
83.83%
Holding
34
New
–
Increased
15
Reduced
7
Closed
1
Top Buys
| 1 |
ARK Innovation ETF
ARKK
|
$1.16M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$168K |
| 3 |
iShares Gold Trust
IAU
|
$158K |
| 4 |
iShares US Aerospace & Defense ETF
ITA
|
$122K |
| 5 |
VanEck Fallen Angel High Yield Bond ETF
ANGL
|
$83.6K |
Top Sells
| 1 |
CSX Corp
CSX
|
$776K |
| 2 |
Intel
INTC
|
$100K |
| 3 |
PepsiCo
PEP
|
$50.4K |
| 4 |
Vanguard Growth ETF
VUG
|
$45.7K |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
$25.5K |
Sector Composition
| 1 | Technology | 3.14% |
| 2 | Financials | 1.53% |
| 3 | Communication Services | 1.06% |
| 4 | Consumer Discretionary | 0.98% |
| 5 | Industrials | 0.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Dominion Energy
D
$51.1B
| $336K | 0.29% |
4,142
| – | – |
|
27
Invesco S&P 500 Equal Weight ETF
RSP
$74.2B
| $314K | 0.27% |
2,902
-21
| -0.7% | -$2.27K |
|
28
Visa
V
$683B
| $300K | 0.26% |
1,746
| – | – |
|
29
S&T Bancorp
STBA
$1.52B
| $274K | 0.23% |
7,494
| – | – |
|
30
McDonald's
MCD
$224B
| $246K | 0.21% |
1,144
+64
| +6% | +$13.8K |
|
31
ARK Web x.0 ETF
ARKW
$2.35B
| $241K | 0.2% |
4,955
| – | – |
|
32
Merck
MRK
$210B
| $237K | 0.2% |
2,814
| – | – |
|
33
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
| $212K | 0.18% |
2,496
| – | – |
|
|
34
CSX Corp
CSX
$60.6B
| – | – |
-10,043
| Closed | -$776K |
|