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
$138M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$759K
2
+$757K
3
+$691K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$443K
5
COPX icon
Global X Copper Miners ETF NEW
COPX
+$359K

Top Sells

1
+$1.12M
2
+$286K
3
+$159K
4
EXPD icon
Expeditors International
EXPD
+$76.3K
5
AWK icon
American Water Works
AWK
+$61.1K

Sector Composition

1 Financials 3.48%
2 Technology 3.32%
3 Consumer Discretionary 2.69%
4 Energy 1.66%
5 Industrials 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$63.9K 0.05%
1,473
-5
52
$62.6K 0.05%
215
53
$61.1K 0.04%
500
-500
54
$59.7K 0.04%
1,036
55
$59.1K 0.04%
154
+41
56
$54.8K 0.04%
562
57
$48.2K 0.03%
100
58
$46.7K 0.03%
222
59
$42.9K 0.03%
206
60
$41.8K 0.03%
403
61
$41.8K 0.03%
264
+50
62
$40.6K 0.03%
2,307
63
$39.9K 0.03%
154
+50
64
$39.7K 0.03%
500
65
$37.4K 0.03%
1,000
-1,000
66
$37.1K 0.03%
500
67
$35.8K 0.03%
590
68
$35.8K 0.03%
1,088
-1,087
69
$35.4K 0.03%
139
70
$34.7K 0.03%
592
+123
71
$34.1K 0.02%
200
72
$31.9K 0.02%
113
+36
73
$31.5K 0.02%
91
74
$29.1K 0.02%
500
75
$28.5K 0.02%
175
1 2
3
4 5