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
$142M
AUM Growth
-$3.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$700K
2
+$492K
3
+$208K
4
COPX icon
Global X Copper Miners ETF NEW
COPX
+$174K
5
LCR icon
Leuthold Core ETF
LCR
+$96.9K

Top Sells

1
+$476K
2
+$434K
3
+$393K
4
RSPD icon
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
+$232K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$132K

Sector Composition

1 Financials 3.93%
2 Technology 3.62%
3 Consumer Discretionary 2.64%
4 Industrials 0.84%
5 Materials 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$48.8K 0.03%
490
+180
52
$42.5K 0.03%
1,361
+361
53
$42.4K 0.03%
+1,000
54
$40.9K 0.03%
500
55
$40K 0.03%
685
+85
56
$39.9K 0.03%
350
57
$37.5K 0.03%
1,648
58
$37.5K 0.03%
64
-2
59
$37.2K 0.03%
130
-20
60
$34.5K 0.02%
919
61
$34.3K 0.02%
+300
62
$34.1K 0.02%
500
63
$33.6K 0.02%
+250
64
$32.7K 0.02%
1,088
65
$32.6K 0.02%
500
66
$31.2K 0.02%
780
+320
67
$31.2K 0.02%
184
+9
68
$31K 0.02%
200
69
$30.5K 0.02%
105
70
$29.7K 0.02%
491
+71
71
$29.6K 0.02%
76
72
$29.1K 0.02%
71
73
$28.9K 0.02%
250
74
$26.8K 0.02%
+1,000
75
$26.8K 0.02%
+224
1 2
3
4 5