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
$117M
AUM Growth
-$2.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$660K
2
+$587K
3
+$202K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$140K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$107K

Top Sells

1
+$376K
2
+$126K
3
+$114K
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$107K
5
VUG icon
Vanguard Growth ETF
VUG
+$90.4K

Sector Composition

1 Financials 3%
2 Technology 2.61%
3 Consumer Discretionary 2.48%
4 Energy 1.98%
5 Industrials 1.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$103K 0.09%
858
52
$96.4K 0.08%
5,715
+3
53
$95.4K 0.08%
302
-124
54
$89.3K 0.08%
+1,866
55
$80.5K 0.07%
+1,505
56
$79.4K 0.07%
185
57
$72.2K 0.06%
601
58
$71.3K 0.06%
2,000
59
$69.1K 0.06%
3,254
60
$68.8K 0.06%
600
61
$65.3K 0.06%
2,175
62
$61.5K 0.05%
215
63
$57.6K 0.05%
440
64
$55.8K 0.05%
1,258
-987
65
$44.2K 0.04%
1,036
66
$40.7K 0.03%
95
-19
67
$40.4K 0.03%
562
68
$39.6K 0.03%
100
69
$39.2K 0.03%
222
70
$37.7K 0.03%
143
71
$36.9K 0.03%
280
72
$36.8K 0.03%
73
-62
73
$34.6K 0.03%
2,307
74
$33.9K 0.03%
403
75
$33.8K 0.03%
206
1 2
3
4 5