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
$120M
AUM Growth
+$757K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$728K
3
+$528K
4
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$357K
5
XME icon
SPDR S&P Metals & Mining ETF
XME
+$341K

Top Sells

1
+$2.5M
2
+$1.53M
3
+$809K
4
IAU icon
iShares Gold Trust
IAU
+$608K
5
VUG icon
Vanguard Growth ETF
VUG
+$373K

Sector Composition

1 Technology 3.18%
2 Financials 2.5%
3 Consumer Discretionary 2.35%
4 Energy 1.66%
5 Industrials 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$93.3K 0.08%
2,245
+87
52
$88.9K 0.07%
858
53
$85.9K 0.07%
2,000
54
$82.5K 0.07%
185
55
$72.8K 0.06%
2,175
56
$72.7K 0.06%
600
57
$70.8K 0.06%
215
58
$68.9K 0.06%
+3,254
59
$64.9K 0.05%
135
60
$57.3K 0.05%
601
61
$57.2K 0.05%
184
+30
62
$55.1K 0.05%
562
63
$52.7K 0.04%
440
64
$50.6K 0.04%
673
65
$50.6K 0.04%
114
66
$49.5K 0.04%
299
+37
67
$46.1K 0.04%
1,036
68
$42.7K 0.04%
143
69
$41.6K 0.03%
222
70
$39.3K 0.03%
100
71
$38.8K 0.03%
500
72
$37.9K 0.03%
328
73
$36.8K 0.03%
2,307
-49
74
$36.4K 0.03%
189
+37
75
$35.8K 0.03%
206
1 2
3
4 5