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
$117M
AUM Growth
-$2.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$660K
2
+$587K
3
+$202K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$140K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$107K

Top Sells

1
+$376K
2
+$126K
3
+$114K
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$107K
5
VUG icon
Vanguard Growth ETF
VUG
+$90.4K

Sector Composition

1 Financials 3%
2 Technology 2.61%
3 Consumer Discretionary 2.48%
4 Energy 1.98%
5 Industrials 1.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$624K 0.53%
18,097
-309
27
$621K 0.53%
10,658
-23
28
$599K 0.51%
6,210
+4
29
$587K 0.5%
+15,100
30
$573K 0.49%
21,143
-4,223
31
$547K 0.47%
6,134
+32
32
$517K 0.44%
9,530
+55
33
$486K 0.41%
4,226
-200
34
$414K 0.35%
2,436
+81
35
$382K 0.33%
13,271
-13
36
$234K 0.2%
4,241
-105
37
$230K 0.2%
4,016
-150
38
$202K 0.17%
+2,900
39
$198K 0.17%
369
40
$174K 0.15%
1,420
41
$149K 0.13%
729
42
$144K 0.12%
1,016
+4
43
$142K 0.12%
976
-210
44
$141K 0.12%
5,194
45
$140K 0.12%
+657
46
$128K 0.11%
482
-63
47
$127K 0.11%
3,790
48
$124K 0.11%
1,000
49
$116K 0.1%
433
-72
50
$115K 0.1%
716
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