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
$114M
AUM Growth
+$7.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$8.53M
2
+$7.27M
3
+$3.66M
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$2.9M
5
CPA icon
Copa Holdings
CPA
+$558K

Top Sells

1
+$6.37M
2
+$5.79M
3
+$5.76M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$2.98M
5
SBNY
Signature Bank
SBNY
+$410K

Sector Composition

1 Financials 2.46%
2 Technology 1.76%
3 Consumer Discretionary 1.62%
4 Energy 1.47%
5 Industrials 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$509K 0.44%
6,060
-25
27
$502K 0.44%
+25,295
28
$472K 0.41%
+95,993
29
$467K 0.41%
+16,103
30
$466K 0.41%
7,956
-98,850
31
$450K 0.39%
4,528
-21
32
$426K 0.37%
10,531
-49
33
$401K 0.35%
4,620
-16
34
$391K 0.34%
1,835
-387
35
$371K 0.32%
4,440
+225
36
$324K 0.28%
5,521
-108,336
37
$252K 0.22%
1,784
+7
38
$205K 0.18%
1,300
39
$197K 0.17%
538
-100
40
$189K 0.17%
789
+185
41
$178K 0.16%
5,194
42
$175K 0.15%
3,485
43
$168K 0.15%
730
44
$159K 0.14%
1,187
+184
45
$152K 0.13%
1,000
46
$136K 0.12%
3,500
47
$133K 0.12%
506
+72
48
$124K 0.11%
1,992
-92,456
49
$120K 0.1%
927
50
$117K 0.1%
545
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