LFA

Legend Financial Advisors Portfolio holdings

AUM $165M
1-Year Est. Return 32.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
-$5.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$4.58M
2
+$1.69M
3
+$1.1M
4
EVR icon
Evercore
EVR
+$793K
5
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$495K

Top Sells

1
+$5.02M
2
+$1.64M
3
+$1.44M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$545K
5
RSPD icon
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
+$466K

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 Change
in Stake 		Capital Flow
76
– –
-1
77
– –
-1
78
– –
-80
79
– –
-34
80
– –
-34
81
– –
-131
82
– –
-381
83
– –
-54
84
– –
-210
85
– –
-31
86
– –
-45
87
– –
-1,036
88
– –
-212
89
– –
-89
90
– –
-101
91
– –
-500
92
– –
-63
93
– –
-808
94
– –
-89
95
– –
-547
96
– –
-26
97
– –
-660
98
– –
-150
99
– –
-104
100
– –
-2
2 3
4
5 6