LFA

Legend Financial Advisors Portfolio holdings

AUM $155M
1-Year Est. Return 36.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$281K
2
+$203K
3
+$151K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$117K
5
LCR icon
Leuthold Core ETF
LCR
+$113K

Top Sells

1
+$1.21M
2
+$1,000K
3
+$484K
4
COPX icon
Global X Copper Miners ETF NEW
COPX
+$424K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$168K

Sector Composition

1 Technology 3.85%
2 Financials 3.79%
3 Consumer Discretionary 2.45%
4 Materials 1.66%
5 Industrials 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$987K 0.61%
29,432
-1,227
27
$941K 0.58%
7,920
+179
28
$882K 0.54%
6,844
-364
29
$819K 0.5%
25,556
+655
30
$803K 0.49%
6,504
+125
31
$784K 0.48%
24,564
32
$717K 0.44%
18,700
+697
33
$669K 0.41%
1,910
+15
34
$548K 0.34%
41,689
+1,362
35
$272K 0.17%
863
36
$262K 0.16%
+500
37
$238K 0.15%
3,149
38
$229K 0.14%
300
39
$207K 0.13%
859
40
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41
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50
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