LFA

Legend Financial Advisors Portfolio holdings

AUM $165M
1-Year Est. Return 32.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.2M
AUM Growth
-$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$798K
2
+$573K
3
+$509K
4
COPX icon
Global X Copper Miners ETF NEW
COPX
+$296K
5
TAN icon
Invesco Solar ETF
TAN
+$212K

Top Sells

1
+$20M
2
+$18.5M
3
+$16.9M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$16.5M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$13.6M

Sector Composition

1 Communication Services 0%
2 Consumer Discretionary 0%
3 Financials 0%
4 Healthcare 0%
5 Materials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-2,201
27
– –
-54,104
28
– –
-1,701
29
– –
-9,660
30
– –
-2,223
31
– –
-17,255
32
– –
-12,195
1
2