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
$159M
AUM Growth
+$47.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$12.3M
3
+$8.79M
4
IAU icon
iShares Gold Trust
IAU
+$6.88M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$6.58M

Top Sells

1
+$12.4M
2
+$2.98M
3
+$1.53M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$633K
5
AMZN icon
Amazon
AMZN
+$395K

Sector Composition

1 Technology 5.08%
2 Consumer Discretionary 1.55%
3 Healthcare 1.14%
4 Materials 0.6%
5 Financials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$280K 0.18%
615
-100
27
$268K 0.17%
+3,639
28
$231K 0.15%
+10,134
29
$222K 0.14%
2,184
-310
30
– –
-4,307
31
– –
-4,142
32
– –
-246,465
33
– –
-13,851
34
– –
-1,246
35
– –
-2,806
36
– –
-3,408
37
– –
-7,494
38
– –
-2,038
1
2