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
$124M
AUM Growth
+$7.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$197K
2
+$196K
3
+$153K
4
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$78K
5
XME icon
SPDR S&P Metals & Mining ETF
XME
+$42.5K

Top Sells

1
+$1.41M
2
+$755K
3
+$517K
4
PALL icon
abrdn Physical Palladium Shares ETF
PALL
+$427K
5
ALB icon
Albemarle
ALB
+$414K

Sector Composition

1 Financials 3.03%
2 Consumer Discretionary 2.87%
3 Technology 2.37%
4 Energy 1.64%
5 Industrials 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$66.8K 0.05%
215
52
$64.8K 0.05%
1,478
+220
53
$53.9K 0.04%
1,036
54
$53.1K 0.04%
380
-60
55
$49K 0.04%
93
+20
56
$47.3K 0.04%
562
57
$45.4K 0.04%
95
58
$44.6K 0.04%
222
59
$42.7K 0.03%
100
60
$42.5K 0.03%
143
61
$39.7K 0.03%
206
62
$39.5K 0.03%
280
63
$39.2K 0.03%
113
+19
64
$39.1K 0.03%
500
65
$38.7K 0.03%
2,307
66
$37.8K 0.03%
403
67
$33.5K 0.03%
214
+26
68
$33.1K 0.03%
500
69
$32.7K 0.03%
590
70
$31.9K 0.03%
91
71
$30.9K 0.02%
139
72
$28.7K 0.02%
500
73
$28.4K 0.02%
260
+32
74
$27.4K 0.02%
230
75
$26.2K 0.02%
175
1 2
3
4 5