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
$142M
AUM Growth
-$3.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$700K
2
+$492K
3
+$208K
4
COPX icon
Global X Copper Miners ETF NEW
COPX
+$174K
5
LCR icon
Leuthold Core ETF
LCR
+$96.9K

Top Sells

1
+$476K
2
+$434K
3
+$393K
4
RSPD icon
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
+$232K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$132K

Sector Composition

1 Financials 3.93%
2 Technology 3.62%
3 Consumer Discretionary 2.64%
4 Industrials 0.84%
5 Materials 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$13.7K 0.01%
40
102
$13.7K 0.01%
98
103
$12.6K 0.01%
+52
104
$12K 0.01%
34
105
$11.9K 0.01%
45
106
$11.8K 0.01%
150
107
$11.5K 0.01%
+156
108
$11.5K 0.01%
20
109
$11K 0.01%
+193
110
$10.9K 0.01%
87
111
$10.8K 0.01%
45
+4
112
$10.7K 0.01%
+153
113
$10.5K 0.01%
+280
114
$10.5K 0.01%
+83
115
$10.4K 0.01%
283
116
$9.76K 0.01%
+242
117
$9.61K 0.01%
125
118
$9.56K 0.01%
54
119
$9.5K 0.01%
43
120
$9.35K 0.01%
41
121
$9.22K 0.01%
173
+77
122
$9.21K 0.01%
210
+198
123
$9.13K 0.01%
100
124
$9.11K 0.01%
63
125
$8.87K 0.01%
+71
3 4
5
6 7