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
$119M
AUM Growth
+$4.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$577K
2
+$527K
3
+$492K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$410K
5
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$224K

Top Sells

1
+$1.17M
2
+$450K
3
+$426K
4
DIS icon
Walt Disney
DIS
+$401K
5
AAPL icon
Apple
AAPL
+$301K

Sector Composition

1 Financials 2.28%
2 Technology 2.23%
3 Consumer Discretionary 1.6%
4 Energy 1.49%
5 Industrials 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$21.2K 0.02%
278
-15,384
102
$21K 0.02%
208
103
$20.8K 0.02%
1,000
104
$20.1K 0.02%
333
-1
105
$19K 0.02%
207
106
$18.9K 0.02%
97
107
$18.3K 0.02%
75
108
$18K 0.02%
97
109
$17.8K 0.01%
50
110
$17.3K 0.01%
186
-299
111
$16.8K 0.01%
180
112
$16.8K 0.01%
251
113
$16.5K 0.01%
74
114
$16K 0.01%
500
-500
115
$15.9K 0.01%
157
116
$15.6K 0.01%
204
117
$15.6K 0.01%
525
118
$15.5K 0.01%
820
-501
119
$15.2K 0.01%
100
120
$15.2K 0.01%
312
121
$15.1K 0.01%
216
122
$14.7K 0.01%
89
123
$14.6K 0.01%
227
124
$14.4K 0.01%
191
-50
125
$14.3K 0.01%
63
3 4
5
6 7