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
$151M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$805K
2
+$740K
3
+$654K
4
IDMO icon
Invesco S&P International Developed Momentum ETF
IDMO
+$568K
5
LCR icon
Leuthold Core ETF
LCR
+$384K

Top Sells

1
+$1.24M
2
+$948K
3
+$473K
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$319K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$275K

Sector Composition

1 Financials 4.26%
2 Technology 3.64%
3 Consumer Discretionary 2.41%
4 Materials 1.21%
5 Industrials 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$27.9K 0.02%
+76
77
$27.6K 0.02%
+100
78
$26.9K 0.02%
+1,000
79
$25.1K 0.02%
+500
80
$25K 0.02%
+420
81
$24.6K 0.02%
+310
82
$24.3K 0.02%
+808
83
$22K 0.01%
+1,000
84
$20.9K 0.01%
+133
85
$20K 0.01%
+94
86
$19.9K 0.01%
+204
87
$19.4K 0.01%
+131
88
$18.8K 0.01%
+66
89
$18.3K 0.01%
+283
90
$18.3K 0.01%
+250
91
$18.3K 0.01%
+63
92
$18.1K 0.01%
+218
93
$17.5K 0.01%
+65
94
$17.1K 0.01%
+420
95
$16.3K 0.01%
+98
96
$16K 0.01%
+101
97
$15.9K 0.01%
+51
98
$14.9K 0.01%
+611
99
$14.6K 0.01%
+40
100
$14.2K 0.01%
+130
2 3
4
5 6