LFA
Legend Financial Advisors Portfolio holdings
AUM $151M
This Quarter Return
+0.43%
1 Year Return
+14.6%
3 Year Return
+62.32%
5 Year Return
+95.34%
10 Year Return
–
AUM
$136M
AUM Growth
-$5.6M (-4%)
Cap. Flow
-$4.68M
Cap. Flow % of AUM
-3.44%
Top 10 Holdings %Top 10 Hldgs %
68.35%
Holding
270
New
3
Increased
14
Reduced
15
Closed
233
Top Buys
| 1 | $4.66M | |
| 2 | $1.75M | |
| 3 | $966K | |
| 4 | $636K | |
| 5 | $458K |
Top Sells
| 1 | $4.83M | |
| 2 | $1.79M | |
| 3 | $1.34M | |
| 4 | $533K | |
| 5 | $438K |
Sector Composition
| 1 | Financials | 4.34% |
| 2 | Technology | 3.43% |
| 3 | Consumer Discretionary | 2.1% |
| 4 | Industrials | 0.68% |
| 5 | Materials | 0.64% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| – | – | -89 | Closed | -$6.46K | |||
| – | – | -101 | Closed | -$7.11K | |||
| – | – | -500 | Closed | -$34.1K | |||
| – | – | -63 | Closed | -$17.4K | |||
| – | – | -13 | Closed | -$1.18K | |||
| – | – | -808 | Closed | -$19.2K | |||
| – | – | -89 | Closed | -$3.9K | |||
| – | – | -547 | Closed | -$14.9K | |||
| – | – | -26 | Closed | -$7.18K | |||
| – | – | -14 | Closed | -$888 | |||
| – | – | -82 | Closed | -$7.46K | |||
| – | – | -85 | Closed | -$1.47K | |||
| – | – | -919 | Closed | -$34.5K | |||
| – | – | -141 | Closed | -$2.8K | |||
| – | – | -689 | Closed | -$68.3K | |||
| – | – | -2 | Closed | -$42 | |||
| – | – | -125 | Closed | -$7.4K | |||
| – | – | -660 | Closed | -$21.3K | |||
| – | – | -125 | Closed | -$9.61K | |||
| – | – | -125 | Closed | -$5.61K | |||
| – | – | -27 | Closed | -$3.91K | |||
| – | – | -43 | Closed | -$1.44K | |||
| – | – | -63 | Closed | -$3.39K | |||
| – | – | -58 | Closed | -$1.52K | |||
| – | – | -53 | Closed | -$22.9K |
