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
$106M
AUM Growth
+$9.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$7.27M
2
+$1.44M
3
+$1.24M
4
NMIH icon
NMI Holdings
NMIH
+$513K
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$502K

Top Sells

1
+$900K
2
+$510K
3
+$446K
4
IAU icon
iShares Gold Trust
IAU
+$325K
5
PALL icon
abrdn Physical Palladium Shares ETF
PALL
+$294K

Sector Composition

1 Financials 2.62%
2 Technology 2.23%
3 Consumer Discretionary 1.24%
4 Industrials 0.91%
5 Communication Services 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$75.3K 0.07%
+424
52
$66.9K 0.06%
+2,180
53
$66.3K 0.06%
+185
54
$63K 0.06%
+1,636
55
$61.4K 0.06%
+4,004
56
$59.3K 0.06%
+363
57
$59.1K 0.06%
+180
58
$53K 0.05%
+600
59
$52.3K 0.05%
+278
60
$51.9K 0.05%
+188
61
$49.6K 0.05%
+301
62
$49.5K 0.05%
+673
63
$48.7K 0.05%
+138
64
$48.5K 0.05%
+601
65
$46.2K 0.04%
+215
66
$46K 0.04%
+562
67
$44.2K 0.04%
+460
68
$44K 0.04%
+1,500
69
$43.6K 0.04%
+548
70
$41.9K 0.04%
+958
71
$38.6K 0.04%
+880
72
$36.9K 0.03%
+73
73
$36.6K 0.03%
+222
74
$35.3K 0.03%
+972
75
$33K 0.03%
+143
1 2
3
4 5