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
$157M
AUM Growth
+$2.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.36M
3
+$1.29M
4
IAU icon
iShares Gold Trust
IAU
+$1.28M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$1.21M

Top Sells

1
+$682K
2
+$582K
3
+$32.3K
4
TAN icon
Invesco Solar ETF
TAN
+$21.3K
5
DE icon
Deere & Co
DE
+$9.05K

Sector Composition

1 Consumer Discretionary 1.97%
2 Financials 1.53%
3 Materials 1.38%
4 Industrials 1.25%
5 Technology 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$665K 0.42%
10,584
+3,096
27
$566K 0.36%
8,219
+122
28
$527K 0.33%
1,573
-27
29
$412K 0.26%
+4,139
30
$412K 0.26%
+3,432
31
$402K 0.26%
8,375
-2
32
$366K 0.23%
6,364
-27
33
$320K 0.2%
2,135
+7
34
$257K 0.16%
10,244
+119
35
$254K 0.16%
1,300
36
$242K 0.15%
397
37
$237K 0.15%
3,441
-469
38
$221K 0.14%
7,494
39
$208K 0.13%
2,605
-267
40
– –
-7,107
41
– –
-8,122
1
2