LFA
Legend Financial Advisors Portfolio holdings
AUM $151M
This Quarter Return
+0.43%
1 Year Return
+14.6%
3 Year Return
+62.32%
5 Year Return
+95.34%
10 Year Return
–
AUM
$136M
AUM Growth
-$5.6M (-4%)
Cap. Flow
-$4.68M
Cap. Flow % of AUM
-3.44%
Top 10 Holdings %Top 10 Hldgs %
68.35%
Holding
270
New
3
Increased
14
Reduced
15
Closed
233
Top Buys
| 1 | $4.66M | |
| 2 | $1.75M | |
| 3 | $966K | |
| 4 | $636K | |
| 5 | $458K |
Top Sells
| 1 | $4.83M | |
| 2 | $1.79M | |
| 3 | $1.34M | |
| 4 | $533K | |
| 5 | $438K |
Sector Composition
| 1 | Financials | 4.34% |
| 2 | Technology | 3.43% |
| 3 | Consumer Discretionary | 2.1% |
| 4 | Industrials | 0.68% |
| 5 | Materials | 0.64% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| – | – | -92 | Closed | -$1.6K | |||
| – | – | -3 | Closed | -$78 | |||
| – | – | -34 | Closed | -$12K | |||
| – | – | -34 | Closed | -$2.66K | |||
| – | – | -131 | Closed | -$4.72K | |||
| – | – | -381 | Closed | -$99.3K | |||
| – | – | -10 | Closed | -$1.83K | |||
| – | – | -500 | Closed | -$21.5K | |||
| – | – | -7 | Closed | -$231 | |||
| – | – | -281 | Closed | -$6.62K | |||
| – | – | -193 | Closed | -$11K | |||
| – | – | -9 | Closed | -$972 | |||
| – | – | -64 | Closed | -$1.12K | |||
| – | – | -233 | Closed | -$310 | |||
| – | – | -38 | Closed | -$5.29K | |||
| – | – | -78 | Closed | -$1.8K | |||
| – | – | -100 | Closed | -$23.2K | |||
| – | – | -4 | Closed | -$86 | |||
| – | – | -54 | Closed | -$9.56K | |||
| – | – | -210 | Closed | -$9.21K | |||
| – | – | -31 | Closed | -$7.03K | |||
| – | – | -45 | Closed | -$3.5K | |||
| – | – | -1,036 | Closed | -$79.6K | |||
| – | – | -212 | Closed | -$6.35K | |||
| – | – | -128 | Closed | -$312 |
