LFA
Legend Financial Advisors Portfolio holdings
AUM
$151M
This Quarter Return
-4.81%
1 Year Return
+14.6%
3 Year Return
+62.32%
5 Year Return
+95.34%
10 Year Return
–
AUM
$157M
AUM Growth
+$157M
(+9.8%)
Cap. Flow
+$19.8M
Cap. Flow
% of AUM
12.6%
Top 10 Holdings %
Top 10 Hldgs %
83.3%
Holding
46
New
5
Increased
24
Reduced
5
Closed
7
Top Buys
| 1 |
iShares Gold Trust
IAU
|
$11.8M |
| 2 |
Global X Copper Miners ETF NEW
COPX
|
$8.97M |
| 3 |
ARK Innovation ETF
ARKK
|
$6.5M |
| 4 |
ARK Genomic Revolution ETF
ARKG
|
$6.39M |
| 5 |
VanEck Steel ETF
SLX
|
$3.48M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 1.97% |
| 2 | Financials | 1.53% |
| 3 | Materials | 1.38% |
| 4 | Industrials | 1.25% |
| 5 | Technology | 1.14% |
