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
$117M
AUM Growth
-$2.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$660K
2
+$587K
3
+$202K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$140K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$107K

Top Sells

1
+$376K
2
+$126K
3
+$114K
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$107K
5
VUG icon
Vanguard Growth ETF
VUG
+$90.4K

Sector Composition

1 Financials 3%
2 Technology 2.61%
3 Consumer Discretionary 2.48%
4 Energy 1.98%
5 Industrials 1.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$17.3K 0.01%
75
102
$17K 0.01%
333
103
$16.2K 0.01%
78
-111
104
$16.1K 0.01%
180
105
$15.4K 0.01%
97
106
$15.2K 0.01%
157
107
$14.8K 0.01%
312
108
$14.8K 0.01%
98
109
$14.8K 0.01%
133
110
$14.3K 0.01%
35
-18
111
$14.2K 0.01%
820
112
$14.1K 0.01%
63
113
$14K 0.01%
54
-38
114
$13.8K 0.01%
258
115
$13.7K 0.01%
100
116
$13.7K 0.01%
94
117
$13.6K 0.01%
+125
118
$13.6K 0.01%
21
119
$13.5K 0.01%
227
120
$13K 0.01%
59
-81
121
$12.9K 0.01%
197
122
$12.9K 0.01%
250
123
$12.9K 0.01%
66
124
$12.6K 0.01%
115
+9
125
$12.5K 0.01%
74
-62
3 4
5
6 7