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
$119M
AUM Growth
+$4.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$577K
2
+$527K
3
+$492K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$410K
5
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$224K

Top Sells

1
+$1.17M
2
+$450K
3
+$426K
4
DIS icon
Walt Disney
DIS
+$401K
5
AAPL icon
Apple
AAPL
+$301K

Sector Composition

1 Financials 2.28%
2 Technology 2.23%
3 Consumer Discretionary 1.6%
4 Energy 1.49%
5 Industrials 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$33.6K 0.03%
500
77
$32.7K 0.03%
403
78
$31.1K 0.03%
206
79
$30.9K 0.03%
151
80
$29.5K 0.02%
152
-37
81
$29.1K 0.02%
280
-180
82
$29K 0.02%
500
83
$27.9K 0.02%
200
84
$27.8K 0.02%
139
85
$26.4K 0.02%
230
86
$26K 0.02%
91
87
$25.8K 0.02%
113
-27
88
$25.7K 0.02%
266
89
$25.5K 0.02%
172
-66
90
$25K 0.02%
553
91
$24.8K 0.02%
136
-31
92
$24.2K 0.02%
175
-1
93
$23.4K 0.02%
191
-50
94
$23K 0.02%
339
+228
95
$22.9K 0.02%
500
-69
96
$22.8K 0.02%
92
-19
97
$22.5K 0.02%
100
-292
98
$22.2K 0.02%
47
-6
99
$21.7K 0.02%
110
100
$21.6K 0.02%
756
2 3
4
5 6