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
$106M
AUM Growth
+$9.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$7.27M
2
+$1.44M
3
+$1.24M
4
NMIH icon
NMI Holdings
NMIH
+$513K
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$502K

Top Sells

1
+$900K
2
+$510K
3
+$446K
4
IAU icon
iShares Gold Trust
IAU
+$325K
5
PALL icon
abrdn Physical Palladium Shares ETF
PALL
+$294K

Sector Composition

1 Financials 2.62%
2 Technology 2.23%
3 Consumer Discretionary 1.24%
4 Industrials 0.91%
5 Communication Services 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$457K 0.43%
16,078
-347
27
$437K 0.41%
+4,636
28
$410K 0.39%
+2,717
29
$372K 0.35%
+25,438
30
$333K 0.31%
10,580
-230
31
$330K 0.31%
4,215
32
$226K 0.21%
1,777
+8
33
$206K 0.19%
638
34
$194K 0.18%
1,300
35
$175K 0.16%
+3,485
36
$161K 0.15%
+730
37
$152K 0.14%
5,194
-2,300
38
$146K 0.14%
+3,500
39
$144K 0.14%
+1,497
40
$140K 0.13%
+604
41
$132K 0.12%
+927
42
$130K 0.12%
+1,000
43
$115K 0.11%
+545
44
$113K 0.11%
+1,108
45
$105K 0.1%
+1,003
46
$97.6K 0.09%
+434
47
$80.5K 0.08%
+5,703
48
$77.6K 0.07%
+2,286
49
$77.2K 0.07%
+1,032
50
$76.5K 0.07%
+800
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