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
$96.8M
AUM Growth
-$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.22%
2 Materials 1.39%
3 Consumer Discretionary 1.19%
4 Financials 1.07%
5 Industrials 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-10,244