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
$119M
AUM Growth
+$4.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$577K
2
+$527K
3
+$492K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$410K
5
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$224K

Top Sells

1
+$1.17M
2
+$450K
3
+$426K
4
DIS icon
Walt Disney
DIS
+$401K
5
AAPL icon
Apple
AAPL
+$301K

Sector Composition

1 Financials 2.28%
2 Technology 2.23%
3 Consumer Discretionary 1.6%
4 Energy 1.49%
5 Industrials 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$542K 0.46%
98,631
+2,638
27
$527K 0.44%
+2,382
28
$525K 0.44%
22,792
-2,503
29
$524K 0.44%
10,671
+482
30
$521K 0.44%
18,721
-3,306
31
$492K 0.41%
+15,557
32
$444K 0.37%
6,981
-975
33
$429K 0.36%
1,721
-114
34
$321K 0.27%
4,166
-274
35
$194K 0.16%
4,424
-1,097
36
$163K 0.14%
5,194
37
$161K 0.14%
469
-69
38
$151K 0.13%
729
-1
39
$146K 0.12%
1,000
40
$146K 0.12%
1,150
-150
41
$146K 0.12%
1,007
-777
42
$145K 0.12%
1,116
-71
43
$133K 0.11%
545
44
$125K 0.11%
435
-354
45
$116K 0.1%
481
-25
46
$114K 0.1%
3,500
+3,470
47
$107K 0.09%
716
-211
48
$92.1K 0.08%
5,709
+3
49
$85.1K 0.07%
858
50
$82.1K 0.07%
2,000
-1,500
1
2
3 4 5