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
$117M
AUM Growth
-$2.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$660K
2
+$587K
3
+$202K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$140K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$107K

Top Sells

1
+$376K
2
+$126K
3
+$114K
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$107K
5
VUG icon
Vanguard Growth ETF
VUG
+$90.4K

Sector Composition

1 Financials 3%
2 Technology 2.61%
3 Consumer Discretionary 2.48%
4 Energy 1.98%
5 Industrials 1.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$33.3K 0.03%
500
77
$31.5K 0.03%
500
78
$29.4K 0.03%
590
79
$29.3K 0.03%
188
-111
80
$28.9K 0.02%
139
81
$28.4K 0.02%
94
-90
82
$28.3K 0.02%
200
83
$27.9K 0.02%
91
84
$27.6K 0.02%
500
85
$26.5K 0.02%
230
86
$25K 0.02%
172
87
$24.1K 0.02%
175
88
$23.5K 0.02%
228
-100
89
$23.5K 0.02%
266
90
$23K 0.02%
100
91
$22.8K 0.02%
441
92
$22.7K 0.02%
469
-123
93
$20.7K 0.02%
756
94
$20.1K 0.02%
1,000
95
$19.3K 0.02%
71
-332
96
$19.3K 0.02%
110
97
$18.7K 0.02%
500
98
$18.6K 0.02%
50
99
$17.8K 0.02%
74
100
$17.4K 0.01%
227
2 3
4
5 6