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
$123M
AUM Growth
-$3.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$655K
2
+$576K
3
+$571K
4
TSLA icon
Tesla
TSLA
+$400K
5
IPO icon
Renaissance IPO ETF
IPO
+$326K

Top Sells

1
+$6.38M
2
+$4.3M
3
+$3.97M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.33M
5
PALL icon
abrdn Physical Palladium Shares ETF
PALL
+$2.11M

Sector Composition

1 Technology 2.26%
2 Consumer Discretionary 2.1%
3 Materials 1.69%
4 Financials 1.23%
5 Healthcare 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$281K 0.23%
2,201
+8
27
$223K 0.18%
6,948
-3,945
28
$215K 0.17%
397
-212
29
– –
-14,092
30
– –
-3,381
31
– –
-1,258
32
– –
-3,552
33
– –
-5,058
34
– –
-10,118
35
– –
-6,327
1
2