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
$142M
AUM Growth
-$3.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$700K
2
+$492K
3
+$208K
4
COPX icon
Global X Copper Miners ETF NEW
COPX
+$174K
5
LCR icon
Leuthold Core ETF
LCR
+$96.9K

Top Sells

1
+$476K
2
+$434K
3
+$393K
4
RSPD icon
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
+$232K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$132K

Sector Composition

1 Financials 3.93%
2 Technology 3.62%
3 Consumer Discretionary 2.64%
4 Industrials 0.84%
5 Materials 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$26.2K 0.02%
157
77
$26.1K 0.02%
+500
78
$25.8K 0.02%
51
79
$23.2K 0.02%
100
80
$22.9K 0.02%
+53
81
$22.8K 0.02%
840
-17,520
82
$22.3K 0.02%
581
-10,256
83
$21.5K 0.02%
500
84
$21.3K 0.02%
+660
85
$19.8K 0.01%
133
86
$19.6K 0.01%
218
+61
87
$19.2K 0.01%
808
88
$18.1K 0.01%
444
+228
89
$18.1K 0.01%
204
90
$17.7K 0.01%
94
91
$17.6K 0.01%
131
92
$17.4K 0.01%
63
93
$16.7K 0.01%
66
94
$15.8K 0.01%
65
95
$15.7K 0.01%
420
96
$15K 0.01%
130
97
$14.9K 0.01%
+1,000
98
$14.9K 0.01%
547
99
$14.4K 0.01%
544
+345
100
$14.2K 0.01%
611
-1
2 3
4
5 6