LFA
Legend Financial Advisors Portfolio holdings
AUM
$151M
This Quarter Return
+1.83%
1 Year Return
+14.6%
3 Year Return
+62.32%
5 Year Return
+95.34%
10 Year Return
–
AUM
$111M
AUM Growth
+$111M
(-4.9%)
Cap. Flow
-$3.59M
Cap. Flow
% of AUM
-3.23%
Top 10 Holdings %
Top 10 Hldgs %
91.47%
Holding
39
New
9
Increased
6
Reduced
9
Closed
10
Top Buys
| 1 |
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
|
$22.6M |
| 2 |
ProShares Decline of the Retail Store ETF
EMTY
|
$12.4M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$12.1M |
| 4 |
iShares Gold Trust
IAU
|
$3.8M |
| 5 |
Franco-Nevada
FNV
|
$699K |
Top Sells
| 1 |
VanEck Fallen Angel High Yield Bond ETF
ANGL
|
$12.8M |
| 2 |
abrdn Physical Palladium Shares ETF
PALL
|
$10.4M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$10.1M |
| 4 |
ARK Innovation ETF
ARKK
|
$9.36M |
| 5 |
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% |
