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
$145M
AUM Growth
+$3.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$836K
3
+$475K
4
AMZN icon
Amazon
AMZN
+$263K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$223K

Top Sells

1
+$692K
2
+$631K
3
+$581K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$527K
5
V icon
Visa
V
+$428K

Sector Composition

1 Technology 3.62%
2 Financials 3.35%
3 Consumer Discretionary 2.38%
4 Energy 0.79%
5 Industrials 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$685K 0.47%
1,747
-18
27
$684K 0.47%
7,286
+943
28
$582K 0.4%
6,229
+9
29
$533K 0.37%
18,360
30
$455K 0.31%
10,837
31
$329K 0.23%
3,897
-244
32
$266K 0.18%
300
-50
33
$226K 0.16%
1,327
-74
34
$193K 0.13%
729
35
$182K 0.13%
863
-120
36
$166K 0.11%
927
-56
37
$143K 0.1%
716
38
$142K 0.1%
3,374
-447
39
$137K 0.09%
364
-63
40
$123K 0.08%
381
-94
41
$110K 0.08%
595
-149
42
$77.2K 0.05%
733
43
$74.4K 0.05%
1,036
44
$63K 0.04%
380
45
$59.4K 0.04%
138
-251
46
$58.9K 0.04%
+755
47
$49.4K 0.03%
100
48
$46.8K 0.03%
280
49
$46K 0.03%
350
-49
50
$41.2K 0.03%
500
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