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
$145M
AUM Growth
+$3.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$836K
3
+$475K
4
AMZN icon
Amazon
AMZN
+$263K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$223K

Top Sells

1
+$692K
2
+$631K
3
+$581K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$527K
5
V icon
Visa
V
+$428K

Sector Composition

1 Technology 3.62%
2 Financials 3.35%
3 Consumer Discretionary 2.38%
4 Energy 0.79%
5 Industrials 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$18.3K 0.01%
131
77
$18.2K 0.01%
204
78
$18.2K 0.01%
63
-78
79
$18K 0.01%
94
80
$17.4K 0.01%
101
-862
81
$17.3K 0.01%
100
-70
82
$16.5K 0.01%
547
-20,925
83
$16.1K 0.01%
66
84
$16K 0.01%
98
85
$15.8K 0.01%
420
86
$15.5K 0.01%
157
-55
87
$15.2K 0.01%
130
88
$13.8K 0.01%
612
89
$13.8K 0.01%
65
90
$13.7K 0.01%
250
91
$13.6K 0.01%
45
-59
92
$12.9K 0.01%
40
93
$12K 0.01%
34
-57
94
$11.5K 0.01%
150
95
$11.2K 0.01%
100
96
$11.1K 0.01%
43
97
$10.2K 0.01%
63
-107
98
$10.2K 0.01%
283
99
$10.1K 0.01%
41
100
$9.9K 0.01%
20
2 3
4
5 6