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
$106M
AUM Growth
+$9.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$7.27M
2
+$1.44M
3
+$1.24M
4
NMIH icon
NMI Holdings
NMIH
+$513K
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$502K

Top Sells

1
+$900K
2
+$510K
3
+$446K
4
IAU icon
iShares Gold Trust
IAU
+$325K
5
PALL icon
abrdn Physical Palladium Shares ETF
PALL
+$294K

Sector Composition

1 Financials 2.62%
2 Technology 2.23%
3 Consumer Discretionary 1.24%
4 Industrials 0.91%
5 Communication Services 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$19K 0.02%
+334
102
$19K 0.02%
+207
103
$18.7K 0.02%
+208
104
$16.7K 0.02%
+74
105
$16.5K 0.02%
+97
106
$16.4K 0.02%
+416
107
$16.2K 0.02%
+59
108
$16.1K 0.02%
+351
109
$16.1K 0.02%
+440
110
$15.3K 0.01%
+525
111
$15.3K 0.01%
+110
112
$15.2K 0.01%
+157
113
$15K 0.01%
+97
114
$14.8K 0.01%
+180
115
$14.8K 0.01%
+103
116
$14.3K 0.01%
+1,055
117
$14.2K 0.01%
+78
118
$13.6K 0.01%
+65
119
$13.6K 0.01%
+100
120
$13.5K 0.01%
+75
121
$13.5K 0.01%
+35
122
$13.5K 0.01%
+65
123
$13.5K 0.01%
+50
124
$13.4K 0.01%
+216
125
$13.4K 0.01%
+312
3 4
5
6 7