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
$124M
AUM Growth
+$7.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$197K
2
+$196K
3
+$153K
4
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$78K
5
XME icon
SPDR S&P Metals & Mining ETF
XME
+$42.5K

Top Sells

1
+$1.41M
2
+$755K
3
+$517K
4
PALL icon
abrdn Physical Palladium Shares ETF
PALL
+$427K
5
ALB icon
Albemarle
ALB
+$414K

Sector Composition

1 Financials 3.03%
2 Consumer Discretionary 2.87%
3 Technology 2.37%
4 Energy 1.64%
5 Industrials 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$654K 0.53%
18,092
-199
27
$629K 0.51%
21,209
+66
28
$596K 0.48%
20,412
+35
29
$548K 0.44%
10,524
-134
30
$495K 0.4%
13,448
+177
31
$247K 0.2%
4,066
+50
32
$204K 0.16%
350
-19
33
$189K 0.15%
729
34
$174K 0.14%
5,194
35
$168K 0.14%
988
+12
36
$161K 0.13%
1,020
+4
37
$159K 0.13%
3,790
38
$146K 0.12%
482
39
$142K 0.11%
920
-500
40
$132K 0.11%
1,000
41
$130K 0.1%
451
+18
42
$129K 0.1%
344
+42
43
$128K 0.1%
716
44
$107K 0.09%
5,718
+3
45
$99.6K 0.08%
858
46
$88.4K 0.07%
185
47
$80K 0.06%
601
48
$76.6K 0.06%
2,000
49
$76.3K 0.06%
600
50
$68.3K 0.05%
2,175
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