LFA
Legend Financial Advisors Portfolio holdings
AUM
$151M
This Quarter Return
+9.43%
1 Year Return
+14.6%
3 Year Return
+62.32%
5 Year Return
+95.34%
10 Year Return
–
AUM
$151M
AUM Growth
+$151M
(+11%)
Cap. Flow
+$2.66M
Cap. Flow
% of AUM
1.77%
Top 10 Holdings %
Top 10 Hldgs %
66.75%
Holding
172
New
135
Increased
12
Reduced
19
Closed
1
Top Buys
| 1 |
Pan American Silver
PAAS
|
$883K |
| 2 |
Nomad Foods
NOMD
|
$685K |
| 3 |
Apple
AAPL
|
$664K |
| 4 |
Invesco S&P International Developed Momentum ETF
IDMO
|
$612K |
| 5 |
Leuthold Core ETF
LCR
|
$401K |
Top Sells
| 1 |
iShares Gold Trust
IAU
|
$1.25M |
| 2 |
Vanguard Mid-Cap ETF
VO
|
$1.01M |
| 3 |
Visa
V
|
$482K |
| 4 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
$337K |
| 5 |
Invesco QQQ Trust
QQQ
|
$305K |
Sector Composition
| 1 | Financials | 4.26% |
| 2 | Technology | 3.64% |
| 3 | Consumer Discretionary | 2.41% |
| 4 | Materials | 1.21% |
| 5 | Industrials | 0.66% |
