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
$13.2M
AUM Growth
-$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1 +$788K
2 +$609K
3 +$541K
4
COPX icon
Global X Copper Miners ETF NEW
COPX
+$302K
5
TAN icon
Invesco Solar ETF
TAN
+$185K

Top Sells

1 +$17.7M
2 +$16.5M
3 +$16.5M
4
IAU icon
iShares Gold Trust
IAU
+$16.1M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$14.1M

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
-2,223
27
-17,255
28
-12,195
29
-12,415
30
-6,200
31
-6,948
32
-2,518