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
$124M
AUM Growth
+$7.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$197K
2
+$196K
3
+$153K
4
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$78K
5
XME icon
SPDR S&P Metals & Mining ETF
XME
+$42.5K

Top Sells

1
+$1.41M
2
+$755K
3
+$517K
4
PALL icon
abrdn Physical Palladium Shares ETF
PALL
+$427K
5
ALB icon
Albemarle
ALB
+$414K

Sector Composition

1 Financials 3.03%
2 Consumer Discretionary 2.87%
3 Technology 2.37%
4 Energy 1.64%
5 Industrials 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$15.8K 0.01%
312
102
$15.7K 0.01%
820
103
$14.5K 0.01%
98
104
$14.5K 0.01%
66
105
$14.3K 0.01%
197
106
$14.1K 0.01%
130
107
$13.7K 0.01%
250
108
$13.7K 0.01%
420
109
$13.6K 0.01%
100
110
$13.6K 0.01%
258
111
$13.5K 0.01%
227
112
$13.4K 0.01%
123
+32
113
$13K 0.01%
150
114
$12.3K 0.01%
110
+40
115
$12.2K 0.01%
156
116
$12.1K 0.01%
65
117
$11.7K 0.01%
224
-38
118
$11.5K 0.01%
42
119
$11.3K 0.01%
47
120
$11.3K 0.01%
79
121
$11.3K 0.01%
126
122
$10.5K 0.01%
108
123
$10.4K 0.01%
43
124
$10.4K 0.01%
40
125
$9.8K 0.01%
123
+32
3 4
5
6 7