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
$120M
AUM Growth
+$757K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$728K
3
+$528K
4
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$357K
5
XME icon
SPDR S&P Metals & Mining ETF
XME
+$341K

Top Sells

1
+$2.5M
2
+$1.53M
3
+$809K
4
IAU icon
iShares Gold Trust
IAU
+$608K
5
VUG icon
Vanguard Growth ETF
VUG
+$373K

Sector Composition

1 Technology 3.18%
2 Financials 2.5%
3 Consumer Discretionary 2.35%
4 Energy 1.66%
5 Industrials 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$601K 0.5%
18,406
-315
27
$571K 0.48%
9,475
+10
28
$569K 0.47%
13,284
-53
29
$532K 0.44%
2,355
-27
30
$528K 0.44%
98,681
+50
31
$528K 0.44%
+6,206
32
$525K 0.44%
10,681
+10
33
$504K 0.42%
4,426
-21,966
34
$309K 0.26%
4,166
35
$283K 0.24%
4,346
-2,635
36
$179K 0.15%
1,420
+270
37
$173K 0.14%
369
-100
38
$172K 0.14%
1,186
+70
39
$166K 0.14%
729
40
$151K 0.13%
1,012
+5
41
$150K 0.13%
545
42
$145K 0.12%
426
-9
43
$143K 0.12%
1,000
44
$141K 0.12%
5,194
45
$128K 0.11%
+3,790
46
$122K 0.1%
716
47
$116K 0.1%
3,470
-30
48
$114K 0.1%
403
-1,318
49
$112K 0.09%
505
+24
50
$99.7K 0.08%
5,712
+3
1
2
3 4 5