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
$142M
AUM Growth
-$3.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$700K
2
+$492K
3
+$208K
4
COPX icon
Global X Copper Miners ETF NEW
COPX
+$174K
5
LCR icon
Leuthold Core ETF
LCR
+$96.9K

Top Sells

1
+$476K
2
+$434K
3
+$393K
4
RSPD icon
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
+$232K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$132K

Sector Composition

1 Financials 3.93%
2 Technology 3.62%
3 Consumer Discretionary 2.64%
4 Industrials 0.84%
5 Materials 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$676K 0.48%
7,692
+406
27
$674K 0.48%
1,860
+113
28
$637K 0.45%
31,793
-595
29
$595K 0.42%
6,344
+115
30
$524K 0.37%
1,658
+1,558
31
$247K 0.17%
3,449
-448
32
$232K 0.16%
300
33
$208K 0.15%
+3,092
34
$207K 0.15%
863
35
$163K 0.12%
930
+3
36
$161K 0.11%
716
37
$143K 0.1%
744
+149
38
$141K 0.1%
350
-14
39
$129K 0.09%
3,374
40
$108K 0.08%
711
-616
41
$99.3K 0.07%
381
42
$97.5K 0.07%
582
+481
43
$79.6K 0.06%
1,036
44
$71.9K 0.05%
380
45
$68.9K 0.05%
365
-364
46
$68.3K 0.05%
689
-44
47
$58.2K 0.04%
138
48
$53.3K 0.04%
280
49
$52.7K 0.04%
100
50
$52.3K 0.04%
+1,000
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