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
$106M
AUM Growth
+$9.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$7.27M
2
+$1.44M
3
+$1.24M
4
NMIH icon
NMI Holdings
NMIH
+$513K
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$502K

Top Sells

1
+$900K
2
+$510K
3
+$446K
4
IAU icon
iShares Gold Trust
IAU
+$325K
5
PALL icon
abrdn Physical Palladium Shares ETF
PALL
+$294K

Sector Composition

1 Financials 2.62%
2 Technology 2.23%
3 Consumer Discretionary 1.24%
4 Industrials 0.91%
5 Communication Services 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$32.5K 0.03%
+441
77
$31.8K 0.03%
+735
78
$30.4K 0.03%
+500
79
$30K 0.03%
+238
80
$28.6K 0.03%
+403
81
$28.4K 0.03%
+100
82
$27.1K 0.03%
+316
83
$26.9K 0.03%
+1,000
84
$26.6K 0.03%
+500
85
$26.5K 0.02%
+1,705
86
$26.3K 0.02%
+151
87
$26.1K 0.02%
+139
88
$25.8K 0.02%
+230
89
$24.7K 0.02%
+266
90
$24.5K 0.02%
+206
91
$23.4K 0.02%
+91
92
$22.7K 0.02%
+264
93
$22.6K 0.02%
+800
94
$22K 0.02%
+500
95
$21.6K 0.02%
+176
96
$21.4K 0.02%
+200
97
$21K 0.02%
+1,288
98
$20.8K 0.02%
+44
99
$20.3K 0.02%
+1,000
100
$20.2K 0.02%
+569
2 3
4
5 6