LFA

Legend Financial Advisors Portfolio holdings

AUM $165M
1-Year Est. Return 32.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$805K
2
+$740K
3
+$654K
4
IDMO icon
Invesco S&P International Developed Momentum ETF
IDMO
+$568K
5
LCR icon
Leuthold Core ETF
LCR
+$384K

Top Sells

1
+$1.24M
2
+$948K
3
+$473K
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$319K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$275K

Sector Composition

1 Financials 4.26%
2 Technology 3.64%
3 Consumer Discretionary 2.41%
4 Materials 1.21%
5 Industrials 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$58.6K 0.04%
+1,000
52
$57K 0.04%
+1,000
53
$56.2K 0.04%
+100
54
$55.3K 0.04%
+350
55
$55.2K 0.04%
+1,276
56
$50.7K 0.03%
+500
57
$49.7K 0.03%
+280
58
$47.7K 0.03%
+1,648
59
$45.3K 0.03%
+1,000
60
$44.2K 0.03%
+800
61
$41.8K 0.03%
+350
62
$40.2K 0.03%
+500
63
$39.8K 0.03%
+64
64
$38.9K 0.03%
+117
65
$35.8K 0.02%
+250
66
$35.5K 0.02%
+567
67
$34.3K 0.02%
+157
68
$34.2K 0.02%
+1,000
69
$33.1K 0.02%
+500
70
$32.8K 0.02%
+919
71
$32.6K 0.02%
+1,088
72
$31.9K 0.02%
+109
73
$31.1K 0.02%
+71
74
$30.9K 0.02%
+175
75
$28.5K 0.02%
+216
1 2
3
4 5