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
$141M
AUM Growth
+$2.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$482K
2
+$410K
3
+$409K
4
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$337K
5
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$264K

Top Sells

1
+$885K
2
+$796K
3
+$406K
4
LCR icon
Leuthold Core ETF
LCR
+$285K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$109K

Sector Composition

1 Technology 3.84%
2 Financials 3.81%
3 Consumer Discretionary 2.69%
4 Energy 1.45%
5 Industrials 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$33.3K 0.02%
1,088
77
$31.5K 0.02%
500
78
$31.5K 0.02%
1,648
-659
79
$31.3K 0.02%
312
-250
80
$30.6K 0.02%
139
81
$30.2K 0.02%
104
-9
82
$29.5K 0.02%
184
+9
83
$28.5K 0.02%
+200
84
$28.2K 0.02%
+224
85
$27.6K 0.02%
91
86
$27.3K 0.02%
170
-20
87
$27.3K 0.02%
230
88
$26.4K 0.02%
200
89
$25.1K 0.02%
110
90
$24.8K 0.02%
170
-94
91
$24.1K 0.02%
491
+59
92
$23.3K 0.02%
+53
93
$22.2K 0.02%
157
-32
94
$22.1K 0.02%
+660
95
$21.9K 0.02%
50
96
$21K 0.01%
45
-2
97
$20.6K 0.01%
500
98
$20.3K 0.01%
227
99
$19.9K 0.01%
85
-6
100
$19.7K 0.01%
212
+64
2 3
4
5 6