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
$145M
AUM Growth
+$3.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$836K
3
+$475K
4
AMZN icon
Amazon
AMZN
+$263K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$223K

Top Sells

1
+$692K
2
+$631K
3
+$581K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$527K
5
V icon
Visa
V
+$428K

Sector Composition

1 Technology 3.62%
2 Financials 3.35%
3 Consumer Discretionary 2.38%
4 Energy 0.79%
5 Industrials 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$40.3K 0.03%
150
-37
52
$40.2K 0.03%
500
53
$38.4K 0.03%
919
-444
54
$37.8K 0.03%
66
-24
55
$36.2K 0.03%
1,648
56
$36.1K 0.02%
500
57
$35.5K 0.02%
600
-85
58
$35.2K 0.02%
310
-180
59
$35.2K 0.02%
1,088
60
$32K 0.02%
105
-42
61
$31.8K 0.02%
200
62
$30.8K 0.02%
76
-67
63
$30.6K 0.02%
175
-9
64
$30.3K 0.02%
250
-62
65
$29.8K 0.02%
51
-73
66
$28K 0.02%
1,000
-361
67
$27.5K 0.02%
100
-1,558
68
$27.3K 0.02%
71
-80
69
$26.8K 0.02%
157
70
$23.8K 0.02%
200
71
$23.8K 0.02%
420
-71
72
$21.7K 0.02%
500
73
$20.7K 0.01%
460
74
$19.8K 0.01%
808
-12
75
$18.4K 0.01%
133
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3
4 5