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
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$8.97M
3
+$6.5M
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$6.39M
5
SLX icon
VanEck Steel ETF
SLX
+$3.48M

Top Sells

1
+$8.14M
2
+$8.13M
3
+$2.74M
4
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$1.87M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$1.44M

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
-18,095
27
$566K 0.36%
+8,219
28
$527K 0.33%
1,573
+102
29
$412K 0.26%
3,432
+153
30
$412K 0.26%
4,139
+212
31
$402K 0.26%
8,375
+475
32
$366K 0.23%
6,364
+390
33
$320K 0.2%
2,135
-6
34
$257K 0.16%
10,244
35
$254K 0.16%
1,300
36
$242K 0.15%
397
37
$237K 0.15%
+3,441
38
$221K 0.14%
7,494
39
$208K 0.13%
2,605
40
– –
-65,154
41
– –
-15,009
42
– –
-11,053
43
– –
-23,163
44
– –
-102,819
45
– –
-3,500
46
– –
-7,046
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