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
$145M
AUM Growth
+$3.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$836K
3
+$475K
4
AMZN icon
Amazon
AMZN
+$263K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$223K

Top Sells

1
+$692K
2
+$631K
3
+$581K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$527K
5
V icon
Visa
V
+$428K

Sector Composition

1 Technology 3.62%
2 Financials 3.35%
3 Consumer Discretionary 2.38%
4 Energy 0.79%
5 Industrials 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$9.84K 0.01%
41
102
$9.82K 0.01%
+97
103
$9.65K 0.01%
125
104
$9.6K 0.01%
41
-4
105
$9.4K 0.01%
216
-228
106
$9.07K 0.01%
87
107
$8.6K 0.01%
1,199
108
$8.51K 0.01%
82
-91
109
$8.28K 0.01%
274
-60
110
$8.21K 0.01%
54
111
$8.17K 0.01%
104
112
$7.86K 0.01%
125
113
$7.49K 0.01%
166
114
$7.47K 0.01%
31
-54
115
$7.25K 0.01%
82
-91
116
$7.14K ﹤0.01%
42
117
$6.93K ﹤0.01%
20
-6
118
$6.65K ﹤0.01%
125
119
$6.26K ﹤0.01%
7
120
$5.91K ﹤0.01%
200
121
$5.85K ﹤0.01%
10
-35
122
$5.75K ﹤0.01%
199
-345
123
$5.71K ﹤0.01%
70
124
$5.3K ﹤0.01%
38
+14
125
$5.27K ﹤0.01%
38
3 4
5
6 7