LFA

Legend Financial Advisors Portfolio holdings

AUM $155M
1-Year Est. Return 36.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$281K
2
+$203K
3
+$151K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$117K
5
LCR icon
Leuthold Core ETF
LCR
+$113K

Top Sells

1
+$1.21M
2
+$1,000K
3
+$484K
4
COPX icon
Global X Copper Miners ETF NEW
COPX
+$424K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$168K

Sector Composition

1 Technology 3.85%
2 Financials 3.79%
3 Consumer Discretionary 2.45%
4 Materials 1.66%
5 Industrials 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-76
77
– –
-27
78
– –
-567
79
– –
-800
80
– –
-130
81
– –
-135
82
– –
-3
83
– –
-226
84
– –
-11
85
– –
-63
86
– –
-420
87
– –
-236
88
– –
-216
89
– –
-10
90
– –
-4
91
– –
-500
92
– –
-82
93
– –
-35
94
– –
-350
95
– –
-41
96
– –
-7
97
– –
-1,000
98
– –
-157
99
– –
-283
100
– –
-17
2 3
4
5 6