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
$118M
AUM Growth
+$4.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$168K
3
+$158K
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$122K
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$83.6K

Top Sells

1
+$776K
2
+$100K
3
+$50.4K
4
VUG icon
Vanguard Growth ETF
VUG
+$45.7K
5
SCHX icon
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 Change
in Stake 		Capital Flow
26
$336K 0.29%
4,142
27
$314K 0.27%
2,902
-21
28
$300K 0.26%
1,746
29
$274K 0.23%
7,494
30
$246K 0.21%
1,144
+64
31
$241K 0.2%
4,955
32
$237K 0.2%
2,949
33
$212K 0.18%
2,496
34
– –
-30,129
1
2