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
$141M
AUM Growth
+$2.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$482K
2
+$410K
3
+$409K
4
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$337K
5
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$264K

Top Sells

1
+$885K
2
+$796K
3
+$406K
4
LCR icon
Leuthold Core ETF
LCR
+$285K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$109K

Sector Composition

1 Technology 3.84%
2 Financials 3.81%
3 Consumer Discretionary 2.69%
4 Energy 1.45%
5 Industrials 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$69.2K 0.05%
380
+280
52
$64.6K 0.05%
500
53
$63.1K 0.04%
124
-10
54
$62K 0.04%
1,036
55
$60.7K 0.04%
490
+305
56
$56.5K 0.04%
151
+80
57
$56.3K 0.04%
399
-52
58
$53.4K 0.04%
1,363
-110
59
$51.5K 0.04%
187
-28
60
$51.4K 0.04%
+280
61
$50.7K 0.04%
224
+18
62
$49.2K 0.03%
143
-11
63
$48.8K 0.03%
90
+39
64
$45K 0.03%
222
65
$44.1K 0.03%
100
66
$43.1K 0.03%
403
67
$41.1K 0.03%
1,000
68
$39.9K 0.03%
+366
69
$38.4K 0.03%
685
+93
70
$37.5K 0.03%
147
+105
71
$36K 0.03%
141
-13
72
$35.2K 0.03%
500
73
$35.1K 0.02%
500
74
$34.5K 0.02%
590
75
$34.2K 0.02%
1,361
+361
1 2
3
4 5