LFA
Legend Financial Advisors Portfolio holdings
AUM
$151M
This Quarter Return
+11.32%
1 Year Return
+14.6%
3 Year Return
+62.32%
5 Year Return
+95.34%
10 Year Return
–
AUM
$124M
AUM Growth
+$124M
(+6.2%)
Cap. Flow
-$4.94M
Cap. Flow
% of AUM
-3.97%
Top 10 Holdings %
Top 10 Hldgs %
71.34%
Holding
207
New
19
Increased
35
Reduced
26
Closed
14
Top Buys
Top Sells
| 1 |
VRTV
VERITIV CORPORATION
VRTV
|
$1.41M |
| 2 |
CHS
Chicos FAS, Inc.
CHS
|
$755K |
| 3 |
Sanmina
SANM
|
$517K |
| 4 |
abrdn Physical Palladium Shares ETF
PALL
|
$427K |
| 5 |
Albemarle
ALB
|
$414K |
Sector Composition
| 1 | Financials | 3.03% |
| 2 | Consumer Discretionary | 2.87% |
| 3 | Technology | 2.37% |
| 4 | Energy | 1.64% |
| 5 | Industrials | 1.61% |
