LFA

Legend Financial Advisors Portfolio holdings

AUM $163M
1-Year Est. Return 22.07%
This Quarter Est. Return
1 Year Est. Return
+22.07%
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
– –
-25,189
27
– –
-7,113
28
– –
-8,818
29
– –
-11,743
30
– –
-3,970
31
– –
-2,201
32
– –
-54,104
1
2