LFA

Legend Financial Advisors Portfolio holdings

AUM $155M
1-Year Est. Return 36.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$281K
2
+$203K
3
+$151K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$117K
5
LCR icon
Leuthold Core ETF
LCR
+$113K

Top Sells

1
+$1.21M
2
+$1,000K
3
+$484K
4
COPX icon
Global X Copper Miners ETF NEW
COPX
+$424K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$168K

Sector Composition

1 Technology 3.85%
2 Financials 3.79%
3 Consumer Discretionary 2.45%
4 Materials 1.66%
5 Industrials 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-13
52
– –
-808
53
– –
-50
54
– –
-20
55
– –
-919
56
– –
-100
57
– –
-689
58
– –
-125
59
– –
-125
60
– –
-125
61
– –
-63
62
– –
-18
63
– –
-150
64
– –
-283
65
– –
-65
66
– –
-99
67
– –
-97
68
– –
-133
69
– –
-45
70
– –
-96
71
– –
-250
72
– –
-280
73
– –
-380
74
– –
-20
75
– –
-1,000
1 2
3
4 5