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
$114M
AUM Growth
+$7.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$8.53M
2
+$7.27M
3
+$3.66M
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$2.9M
5
CPA icon
Copa Holdings
CPA
+$558K

Top Sells

1
+$6.37M
2
+$5.79M
3
+$5.76M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$2.98M
5
SBNY
Signature Bank
SBNY
+$410K

Sector Composition

1 Financials 2.46%
2 Technology 1.76%
3 Consumer Discretionary 1.62%
4 Energy 1.47%
5 Industrials 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$25K 0.02%
756
+745
102
$24.6K 0.02%
176
103
$24.3K 0.02%
91
104
$23.7K 0.02%
1,321
-384
105
$23.5K 0.02%
569
106
$23.2K 0.02%
553
-419
107
$23K 0.02%
247
+225
108
$21.7K 0.02%
105
+75
109
$21.4K 0.02%
208
110
$20.1K 0.02%
44
111
$19.9K 0.02%
59
112
$19.6K 0.02%
334
113
$19.3K 0.02%
767
-521
114
$19.3K 0.02%
1,000
115
$19K 0.02%
241
+150
116
$18.9K 0.02%
207
117
$18.8K 0.02%
264
118
$18.3K 0.02%
+96
119
$18K 0.02%
110
120
$17.7K 0.02%
74
121
$17.4K 0.02%
97
122
$17.2K 0.02%
157
123
$16.5K 0.01%
75
124
$16.4K 0.01%
180
125
$16.3K 0.01%
227
3 4
5
6 7