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
$141M
AUM Growth
+$2.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$482K
2
+$410K
3
+$409K
4
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$337K
5
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$264K

Top Sells

1
+$885K
2
+$796K
3
+$406K
4
LCR icon
Leuthold Core ETF
LCR
+$285K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$109K

Sector Composition

1 Technology 3.84%
2 Financials 3.81%
3 Consumer Discretionary 2.69%
4 Energy 1.45%
5 Industrials 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$692K 0.49%
14,848
+63
27
$687K 0.49%
18,200
+380
28
$673K 0.48%
1,765
+27
29
$665K 0.47%
6,220
+93
30
$620K 0.44%
18,360
+268
31
$604K 0.43%
6,343
+98
32
$581K 0.41%
13,570
+257
33
$511K 0.36%
10,837
+313
34
$435K 0.31%
1,658
+1,558
35
$317K 0.22%
350
36
$293K 0.21%
4,141
-25
37
$231K 0.16%
1,401
-10
38
$221K 0.16%
+3,092
39
$199K 0.14%
983
-23
40
$180K 0.13%
729
41
$174K 0.12%
389
-38
42
$161K 0.11%
983
+99
43
$159K 0.11%
963
+892
44
$156K 0.11%
427
-25
45
$148K 0.11%
475
-9
46
$131K 0.09%
716
47
$128K 0.09%
3,821
48
$116K 0.08%
744
+149
49
$101K 0.07%
185
50
$83.8K 0.06%
733
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