LFA

Legend Financial Advisors Portfolio holdings

AUM $163M
1-Year Est. Return 22.07%
This Quarter Est. Return
1 Year Est. Return
+22.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
-$5.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$1.75M
3
+$966K
4
EVR icon
Evercore
EVR
+$636K
5
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$458K

Top Sells

1
+$4.83M
2
+$1.79M
3
+$1.34M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$533K
5
RSPD icon
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
+$438K

Sector Composition

1 Financials 4.34%
2 Technology 3.43%
3 Consumer Discretionary 2.1%
4 Industrials 0.68%
5 Materials 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$710K 0.52%
31,242
-551
27
$679K 0.5%
1,869
+9
28
$679K 0.5%
18,829
+145
29
$636K 0.47%
+3,182
30
$632K 0.46%
25,250
-6,416
31
$598K 0.44%
4,726
+64
32
$581K 0.43%
1,658
33
$565K 0.41%
6,386
+42
34
$248K 0.18%
300
35
$223K 0.16%
3,149
-300
36
$212K 0.16%
863
37
$207K 0.15%
3,092
38
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