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
$119M
AUM Growth
+$4.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$577K
2
+$527K
3
+$492K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$410K
5
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$224K

Top Sells

1
+$1.17M
2
+$450K
3
+$426K
4
DIS icon
Walt Disney
DIS
+$401K
5
AAPL icon
Apple
AAPL
+$301K

Sector Composition

1 Financials 2.28%
2 Technology 2.23%
3 Consumer Discretionary 1.6%
4 Energy 1.49%
5 Industrials 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$81.8K 0.07%
2,158
-329
52
$76K 0.06%
185
53
$74.1K 0.06%
2,175
-5
54
$74K 0.06%
2,286
55
$67.7K 0.06%
180
56
$66.1K 0.06%
600
57
$64.3K 0.05%
1,191
-674
58
$63.8K 0.05%
135
-31
59
$63.1K 0.05%
215
60
$61.5K 0.05%
880
-1,112
61
$60.9K 0.05%
601
62
$55K 0.05%
562
63
$51.6K 0.04%
673
64
$47.1K 0.04%
1,036
65
$46.6K 0.04%
114
-24
66
$45.6K 0.04%
440
-280
67
$45.4K 0.04%
154
-116
68
$45.3K 0.04%
2,356
-1,648
69
$44K 0.04%
880
70
$40.6K 0.03%
262
-212
71
$40K 0.03%
143
72
$39.6K 0.03%
222
73
$36.3K 0.03%
100
74
$34.9K 0.03%
328
-138
75
$34.2K 0.03%
441
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3
4 5