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
$138M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$759K
2
+$757K
3
+$691K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$443K
5
COPX icon
Global X Copper Miners ETF NEW
COPX
+$359K

Top Sells

1
+$1.12M
2
+$286K
3
+$159K
4
EXPD icon
Expeditors International
EXPD
+$76.3K
5
AWK icon
American Water Works
AWK
+$61.1K

Sector Composition

1 Financials 3.48%
2 Technology 3.32%
3 Consumer Discretionary 2.69%
4 Energy 1.66%
5 Industrials 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$738K 0.53%
6,127
-102
27
$713K 0.52%
18,092
28
$693K 0.5%
21,433
+224
29
$691K 0.5%
+1,738
30
$650K 0.47%
6,245
+65
31
$632K 0.46%
13,313
-135
32
$596K 0.43%
17,820
-330
33
$577K 0.42%
10,524
34
$272K 0.2%
350
35
$266K 0.19%
4,166
+100
36
$247K 0.18%
1,411
+1,317
37
$212K 0.15%
729
38
$202K 0.15%
1,006
+18
39
$180K 0.13%
427
+83
40
$152K 0.11%
452
-30
41
$150K 0.11%
884
-136
42
$138K 0.1%
484
+33
43
$132K 0.1%
716
44
$123K 0.09%
3,821
-1,373
45
$118K 0.09%
5,718
46
$97.3K 0.07%
185
47
$96.2K 0.07%
595
-325
48
$93.3K 0.07%
733
-125
49
$73.7K 0.05%
451
-150
50
$66.3K 0.05%
134
+41
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