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
$114M
AUM Growth
+$7.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$8.53M
2
+$7.27M
3
+$3.66M
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$2.9M
5
CPA icon
Copa Holdings
CPA
+$558K

Top Sells

1
+$6.37M
2
+$5.79M
3
+$5.76M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$2.98M
5
SBNY
Signature Bank
SBNY
+$410K

Sector Composition

1 Financials 2.46%
2 Technology 1.76%
3 Consumer Discretionary 1.62%
4 Energy 1.47%
5 Industrials 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$40.8K 0.04%
460
77
$39.6K 0.03%
485
+279
78
$38.7K 0.03%
222
79
$37.7K 0.03%
143
80
$36.2K 0.03%
500
81
$36K 0.03%
238
82
$34.8K 0.03%
100
83
$34.7K 0.03%
735
84
$34.7K 0.03%
140
+81
85
$32.3K 0.03%
500
86
$32.2K 0.03%
441
87
$31.7K 0.03%
301
88
$30.7K 0.03%
403
89
$30.2K 0.03%
167
+93
90
$29.7K 0.03%
1,000
91
$28.2K 0.02%
111
+57
92
$28.2K 0.02%
241
+150
93
$27.7K 0.02%
139
94
$27.4K 0.02%
266
95
$26.6K 0.02%
230
96
$26K 0.02%
151
97
$25.8K 0.02%
53
+18
98
$25.6K 0.02%
206
99
$25.4K 0.02%
200
100
$25.2K 0.02%
500
2 3
4
5 6