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
$138M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$759K
2
+$757K
3
+$691K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$443K
5
COPX icon
Global X Copper Miners ETF NEW
COPX
+$359K

Top Sells

1
+$1.12M
2
+$286K
3
+$159K
4
EXPD icon
Expeditors International
EXPD
+$76.3K
5
AWK icon
American Water Works
AWK
+$61.1K

Sector Composition

1 Financials 3.48%
2 Technology 3.32%
3 Consumer Discretionary 2.69%
4 Energy 1.66%
5 Industrials 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$17.5K 0.01%
21
102
$17K 0.01%
189
+66
103
$16.9K 0.01%
97
104
$16.7K 0.01%
820
105
$16.5K 0.01%
100
106
$16.1K 0.01%
312
107
$16.1K 0.01%
197
108
$15.6K 0.01%
66
109
$15.5K 0.01%
258
110
$15.1K 0.01%
100
-280
111
$14.8K 0.01%
420
112
$14.5K 0.01%
250
113
$14.4K 0.01%
130
114
$14K 0.01%
148
+22
115
$14K 0.01%
79
116
$13.8K 0.01%
47
117
$13.3K 0.01%
65
118
$13K 0.01%
156
119
$12.9K 0.01%
133
-133
120
$12.5K 0.01%
65
+43
121
$12.2K 0.01%
108
122
$12.1K 0.01%
49
+33
123
$12.1K 0.01%
49
+33
124
$12K 0.01%
120
+80
125
$12K 0.01%
1,199
3 4
5
6 7