LFA

Legend Financial Advisors Portfolio holdings

AUM $163M
1-Year Est. Return 22.07%
This Quarter Est. Return
1 Year Est. Return
+22.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
-$5.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$12.4M
3
+$12.1M
4
IAU icon
iShares Gold Trust
IAU
+$3.8M
5
FNV icon
Franco-Nevada
FNV
+$699K

Top Sells

1
+$12.8M
2
+$10.4M
3
+$10.1M
4
ARKK icon
ARK Innovation ETF
ARKK
+$9.36M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$7.91M

Sector Composition

1 Technology 4.71%
2 Financials 1.42%
3 Consumer Discretionary 1.06%
4 Materials 0.63%
5 Healthcare 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$210K 0.19%
2,494
-330
27
$206K 0.19%
1,246
+102
28
$205K 0.18%
7,494
29
$114K 0.1%
13,851
30
– –
-427,463
31
– –
-186,974
32
– –
-2,827
33
– –
-46,691
34
– –
-17,231
35
– –
-71,216
36
– –
-24,191
37
– –
-3,930
38
– –
-50,712
39
– –
-109,212
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