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
$117M
AUM Growth
-$560K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$789K
3
+$209K
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$163

Top Sells

1
+$7.49M
2
+$1.09M
3
+$502K
4
PALL icon
abrdn Physical Palladium Shares ETF
PALL
+$489K
5
ARKK icon
ARK Innovation ETF
ARKK
+$408K

Sector Composition

1 Technology 3.73%
2 Financials 1.84%
3 Consumer Discretionary 0.95%
4 Industrials 0.79%
5 Communication Services 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$327K 0.28%
2,824
-78
27
$302K 0.26%
7,494
28
$261K 0.22%
4,532
-423
29
$226K 0.19%
1,144
30
$209K 0.18%
+13,851
31
– –
-36,985
32
– –
-2,949
33
– –
-1,877
34
– –
-2,496
35
– –
-52,313
1
2