LFA

Legend Financial Advisors Portfolio holdings

AUM $165M
1-Year Est. Return 32.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$805K
2
+$740K
3
+$654K
4
IDMO icon
Invesco S&P International Developed Momentum ETF
IDMO
+$568K
5
LCR icon
Leuthold Core ETF
LCR
+$384K

Top Sells

1
+$1.24M
2
+$948K
3
+$473K
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$319K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$275K

Sector Composition

1 Financials 4.26%
2 Technology 3.64%
3 Consumer Discretionary 2.41%
4 Materials 1.21%
5 Industrials 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$851K 0.57%
7,741
+19
27
$788K 0.52%
13,831
-28
28
$787K 0.52%
4,754
+28
29
$760K 0.5%
18,003
-826
30
$718K 0.48%
24,564
-686
31
$714K 0.47%
6,379
-7
32
$687K 0.46%
30,659
-583
33
$685K 0.46%
+40,327
34
$644K 0.43%
1,895
+26
35
$250K 0.17%
863
36
$234K 0.16%
300
37
$219K 0.15%
3,149
38
$206K 0.14%
+859
39
$168K 0.11%
+926
40
$156K 0.1%
+1,432
41
$130K 0.09%
+695
42
$128K 0.08%
+3,374
43
$107K 0.07%
301
-1,357
44
$96K 0.06%
+226
45
$94.4K 0.06%
+1,036
46
$80K 0.05%
+287
47
$75.4K 0.05%
+1,700
48
$68.6K 0.05%
+138
49
$67K 0.04%
+380
50
$61.8K 0.04%
+689
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