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
$138M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$759K
2
+$757K
3
+$691K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$443K
5
COPX icon
Global X Copper Miners ETF NEW
COPX
+$359K

Top Sells

1
+$1.12M
2
+$286K
3
+$159K
4
EXPD icon
Expeditors International
EXPD
+$76.3K
5
AWK icon
American Water Works
AWK
+$61.1K

Sector Composition

1 Financials 3.48%
2 Technology 3.32%
3 Consumer Discretionary 2.69%
4 Energy 1.66%
5 Industrials 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$28.2K 0.02%
230
77
$27.9K 0.02%
100
78
$27.9K 0.02%
1,000
79
$26.7K 0.02%
51
-44
80
$25.2K 0.02%
200
81
$25.2K 0.02%
190
+80
82
$24.4K 0.02%
71
83
$24.3K 0.02%
185
-75
84
$23.7K 0.02%
189
+125
85
$23.2K 0.02%
50
86
$22.9K 0.02%
500
87
$22.5K 0.02%
91
+25
88
$21.8K 0.02%
110
89
$21.7K 0.02%
432
+208
90
$21.4K 0.02%
47
+8
91
$20.1K 0.01%
75
92
$19.7K 0.01%
98
93
$19.5K 0.01%
227
94
$18.5K 0.01%
74
95
$18.2K 0.01%
+131
96
$17.9K 0.01%
133
97
$17.9K 0.01%
94
98
$17.9K 0.01%
204
+124
99
$17.8K 0.01%
157
100
$17.8K 0.01%
189
+66
2 3
4
5 6