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
$155M
AUM Growth
+$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$18.5M
3
+$17.4M
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$16.9M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$14.1M

Top Sells

1
+$553K
2
+$402K
3
+$281K
4
FINX icon
Global X FinTech ETF
FINX
+$230K
5
TAN icon
Invesco Solar ETF
TAN
+$181K

Sector Composition

1 Materials 1.97%
2 Financials 1.77%
3 Consumer Discretionary 1.23%
4 Technology 1.1%
5 Industrials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$582K 0.37%
+8,122
27
$564K 0.36%
+1,600
28
$451K 0.29%
+7,488
29
$399K 0.26%
8,377
-4,827
30
$357K 0.23%
6,391
-5,034
31
$325K 0.21%
3,910
-6,655
32
$321K 0.21%
+2,128
33
$257K 0.17%
2,872
-2,019
34
$254K 0.16%
+10,125
35
$248K 0.16%
+1,300
36
$235K 0.15%
+7,494
37
$210K 0.14%
+397
38
– –
-6,460
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