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
$114M
AUM Growth
+$7.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$8.53M
2
+$7.27M
3
+$3.66M
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$2.9M
5
CPA icon
Copa Holdings
CPA
+$558K

Top Sells

1
+$6.37M
2
+$5.79M
3
+$5.76M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$2.98M
5
SBNY
Signature Bank
SBNY
+$410K

Sector Composition

1 Financials 2.46%
2 Technology 1.76%
3 Consumer Discretionary 1.62%
4 Energy 1.47%
5 Industrials 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$101K 0.09%
858
-250
52
$98K 0.09%
1,865
-56,623
53
$88K 0.08%
166
+93
54
$87K 0.08%
2,487
+987
55
$85.9K 0.08%
5,706
+3
56
$85.3K 0.07%
270
+82
57
$83.7K 0.07%
474
+111
58
$81.4K 0.07%
392
-32
59
$80K 0.07%
2,286
60
$74.2K 0.06%
2,180
61
$73.7K 0.06%
4,004
62
$71.1K 0.06%
185
63
$63.5K 0.06%
720
-80
64
$63.2K 0.06%
180
65
$62.6K 0.05%
601
66
$62.4K 0.05%
600
67
$56.7K 0.05%
562
68
$55.4K 0.05%
215
69
$52.3K 0.05%
138
70
$51.6K 0.05%
466
+150
71
$50K 0.04%
673
72
$49.1K 0.04%
958
73
$47.2K 0.04%
1,036
-600
74
$42.6K 0.04%
880
75
$41.7K 0.04%
189
+111
1 2
3
4 5