LFA
Legend Financial Advisors Portfolio holdings
AUM
$151M
This Quarter Return
-5.8%
1 Year Return
+14.6%
3 Year Return
+62.32%
5 Year Return
+95.34%
10 Year Return
–
AUM
$157M
AUM Growth
+$157M
(+1.3%)
Cap. Flow
+$14.1M
Cap. Flow
% of AUM
8.95%
Top 10 Holdings %
Top 10 Hldgs %
83.3%
Holding
41
New
4
Increased
27
Reduced
5
Closed
2
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$1.61M |
| 2 |
ARK Innovation ETF
ARKK
|
$1.36M |
| 3 |
ARK Genomic Revolution ETF
ARKG
|
$1.29M |
| 4 |
iShares Gold Trust
IAU
|
$1.28M |
| 5 |
iShares Semiconductor ETF
SOXX
|
$1.21M |
Top Sells
| 1 |
Nucor
NUE
|
$682K |
| 2 |
East-West Bancorp
EWBC
|
$582K |
| 3 |
ProShares Long Online/Short Stores ETF
CLIX
|
$32.3K |
| 4 |
Invesco Solar ETF
TAN
|
$21.3K |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares US Medical Devices ETF
IHI
$4.33B
| $665K | 0.42% |
10,584
+9,336
| +748% | +$587K |
|
27
POSCO
PKX
$15.6B
| $566K | 0.36% |
8,219
+122
| +2% | +$8.4K |
|
|
28
Deere & Co
DE
$129B
| $527K | 0.33% |
1,573
-27
| -2% | -$9.05K |
|
29
Dick's Sporting Goods
DKS
$17B
| $412K | 0.26% |
+3,432
| New | +$412K |
|
30
MYR Group
MYRG
$2.91B
| $412K | 0.26% |
+4,139
| New | +$412K |
|
31
Global X FinTech ETF
FINX
$303M
| $402K | 0.26% |
8,375
-2
| -0% | -$96 |
|
32
WisdomTree Cloud Computing Fund
WCLD
$342M
| $366K | 0.23% |
6,364
-27
| -0.4% | -$1.55K |
|
33
Invesco S&P 500 Equal Weight ETF
RSP
$74.2B
| $320K | 0.2% |
2,135
+7
| +0.3% | +$1.05K |
|
|
USFR
34
DELISTED
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
| $257K | 0.16% |
10,244
+119
| +1% | +$2.99K |
|
35
PNC Financial Services
PNC
$81.7B
| $254K | 0.16% |
1,300
| – | – |
|
36
Netflix
NFLX
$513B
| $242K | 0.15% |
397
| – | – |
|
|
37
ProShares Long Online/Short Stores ETF
CLIX
$8.7M
| $237K | 0.15% |
3,441
-469
| -12% | -$32.3K |
|
38
S&T Bancorp
STBA
$1.52B
| $221K | 0.14% |
7,494
| – | – |
|
|
39
Invesco Solar ETF
TAN
$722M
| $208K | 0.13% |
2,605
-267
| -9% | -$21.3K |
|
|
40
East-West Bancorp
EWBC
$14.5B
| – | – |
-8,122
| Closed | -$582K |
|
|
41
Nucor
NUE
$34.1B
| – | – |
-7,107
| Closed | -$682K |
|