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
$120M
AUM Growth
+$757K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Sells

1 +$2.5M
2 +$1.53M
3 +$809K
4
IAU icon
iShares Gold Trust
IAU
+$608K
5
VUG icon
Vanguard Growth ETF
VUG
+$373K

Sector Composition

1 Technology 3.18%
2 Financials 2.5%
3 Consumer Discretionary 2.35%
4 Energy 1.66%
5 Industrials 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$20.3K 0.02%
96
+32
102
$19.7K 0.02%
500
103
$19.2K 0.02%
470
-3,954
104
$19.1K 0.02%
333
105
$19.1K 0.02%
50
106
$18.8K 0.02%
75
107
$18.6K 0.02%
241
+50
108
$17.5K 0.01%
97
109
$17.1K 0.01%
157
110
$17.1K 0.01%
180
111
$16.9K 0.01%
251
112
$16.3K 0.01%
74
113
$15.8K 0.01%
227
114
$15.8K 0.01%
100
115
$15.8K 0.01%
216
116
$15.6K 0.01%
204
-676
117
$15.6K 0.01%
225
+53
118
$15.5K 0.01%
525
119
$15.4K 0.01%
204
120
$15.4K 0.01%
312
121
$15.3K 0.01%
133
122
$15.3K 0.01%
63
123
$15.1K 0.01%
180
+60
124
$14.8K 0.01%
820
125
$14.5K 0.01%
21