LFA
Legend Financial Advisors Portfolio holdings
AUM
$151M
This Quarter Return
+0.13%
1 Year Return
+14.6%
3 Year Return
+62.32%
5 Year Return
+95.34%
10 Year Return
–
AUM
$13.2M
AUM Growth
+$13.2M
(-89%)
Cap. Flow
-$108M
Cap. Flow
% of AUM
-819.67%
Top 10 Holdings %
Top 10 Hldgs %
82.97%
Holding
32
New
4
Increased
4
Reduced
7
Closed
17
Top Buys
Top Sells
| 1 |
ARK Innovation ETF
ARKK
|
$17.7M |
| 2 |
Invesco QQQ Trust
QQQ
|
$16.5M |
| 3 |
ARK Genomic Revolution ETF
ARKG
|
$16.5M |
| 4 |
iShares Gold Trust
IAU
|
$16.1M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Invesco S&P 500 Equal Weight ETF
RSP
$74.2B
| – | – |
-2,201
| Closed | -$281K |
|
27
Schwab US Large-Cap Growth ETF
SCHG
$47.9B
| – | – |
-6,763
| Closed | -$868K |
|
28
Tesla
TSLA
$1.08T
| – | – |
-567
| Closed | -$400K |
|
29
UFP Industries
UFPI
$5.91B
| – | – |
-9,660
| Closed | -$537K |
|
30
Vanguard Growth ETF
VUG
$185B
| – | – |
-2,223
| Closed | -$563K |
|
31
Yeti Holdings
YETI
$2.86B
| – | – |
-17,255
| Closed | -$1.18M |
|
|
USFR
32
DELISTED
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
| – | – |
-12,195
| Closed | -$306K |
|