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
$96.8M
AUM Growth
-$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$6.9M
2
+$6.27M
3
+$5.6M
4
RSPD icon
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
+$5.21M
5
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$4.9M

Top Sells

1
+$18.4M
2
+$16.2M
3
+$10.9M
4
SWAN icon
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
+$9.79M
5
COPX icon
Global X Copper Miners ETF NEW
COPX
+$8.97M

Sector Composition

1 Technology 2.22%
2 Materials 1.39%
3 Consumer Discretionary 1.19%
4 Financials 1.07%
5 Industrials 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$355K 0.37%
+10,810
27
$326K 0.34%
+4,215
28
$238K 0.25%
1,769
-366
29
$207K 0.21%
+638
30
$206K 0.21%
7,494
31
$205K 0.21%
1,300
32
– –
-217,297
33
– –
-166,791
34
– –
-7,770
35
– –
-19,809
36
– –
-3,441
37
– –
-29,754
38
– –
-262,291
39
– –
-1,573
40
– –
-3,432
41
– –
-8,375
42
– –
-4,139
43
– –
-397
44
– –
-8,219
45
– –
-63,054
46
– –
-285,849
47
– –
-2,605
48
– –
-9,888
49
– –
-6,364
50
– –
-10,525
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