LFA
Legend Financial Advisors Portfolio holdings
AUM
$151M
This Quarter Return
-15.72%
1 Year Return
+14.6%
3 Year Return
+62.32%
5 Year Return
+95.34%
10 Year Return
–
AUM
$96.8M
AUM Growth
+$96.8M
(-39%)
Cap. Flow
-$50.1M
Cap. Flow
% of AUM
-51.81%
Top 10 Holdings %
Top 10 Hldgs %
72.36%
Holding
51
New
12
Increased
6
Reduced
11
Closed
20
Top Buys
Top Sells
| 1 |
ARK Innovation ETF
ARKK
|
$18.4M |
| 2 |
ARK Genomic Revolution ETF
ARKG
|
$16.2M |
| 3 |
iShares Gold Trust
IAU
|
$10.9M |
| 4 |
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
|
$9.79M |
| 5 |
Global X Copper Miners ETF NEW
COPX
|
$8.97M |
Sector Composition
| 1 | Technology | 2.22% |
| 2 | Materials | 1.39% |
| 3 | Consumer Discretionary | 1.19% |
| 4 | Financials | 1.07% |
| 5 | Industrials | 0.53% |