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
$126M
AUM Growth
-$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$681K
2
+$557K
3
+$516K
4
WPM icon
Wheaton Precious Metals
WPM
+$496K
5
CHGG icon
Chegg
CHGG
+$452K

Top Sells

1
+$20.6M
2
+$12.8M
3
+$7.61M
4
INTC icon
Intel
INTC
+$2.73M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$1.89M

Sector Composition

1 Consumer Discretionary 1.99%
2 Technology 1.88%
3 Materials 1.53%
4 Healthcare 1%
5 Financials 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$306K 0.24%
+5,058
27
$305K 0.24%
609
-6
28
$237K 0.19%
2,193
+9
29
$204K 0.16%
+3,381
30
– –
-12,539
31
– –
-45,693
32
– –
-3,639
33
– –
-85,800
34
– –
-64,854
35
– –
-12,345
36
– –
-10,134
37
– –
-11,139
1
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