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
$124M
AUM Growth
+$7.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$197K
2
+$196K
3
+$153K
4
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$78K
5
XME icon
SPDR S&P Metals & Mining ETF
XME
+$42.5K

Top Sells

1
+$1.41M
2
+$755K
3
+$517K
4
PALL icon
abrdn Physical Palladium Shares ETF
PALL
+$427K
5
ALB icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$26K 0.02%
100
77
$26K 0.02%
200
78
$25.8K 0.02%
200
+75
79
$25.8K 0.02%
266
80
$25.6K 0.02%
1,000
81
$25.3K 0.02%
469
82
$25.1K 0.02%
172
83
$23.5K 0.02%
441
84
$23.5K 0.02%
104
+26
85
$22.1K 0.02%
500
86
$22.1K 0.02%
71
87
$21.8K 0.02%
110
88
$20.5K 0.02%
50
89
$20K 0.02%
77
+18
90
$19.6K 0.02%
75
91
$18.7K 0.02%
227
92
$17.7K 0.01%
39
+4
93
$17.3K 0.01%
157
94
$17.2K 0.01%
74
95
$17K 0.01%
21
96
$17K 0.01%
133
97
$16.5K 0.01%
97
98
$16.5K 0.01%
94
99
$16.1K 0.01%
66
+12
100
$16K 0.01%
94
+20
2 3
4
5 6