We are live on ! Find out more
LFA

Legend Financial Advisors Portfolio holdings

AUM $155M
1-Year Est. Return 36.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
-$5.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$4.58M
2
+$1.69M
3
+$1.1M
4
EVR icon
Evercore
EVR
+$793K
5
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$495K

Top Sells

1
+$5.02M
2
+$1.64M
3
+$1.44M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$545K
5
RSPD icon
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
+$466K

Sector Composition

1 Financials 4.34%
2 Technology 3.43%
3 Consumer Discretionary 2.1%
4 Industrials 0.68%
5 Materials 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-150
102
– –
-104
103
– –
-72
104
– –
-116
105
– –
-52
106
– –
-2
107
– –
-162
108
– –
-63
109
– –
-125
110
– –
-100
111
– –
-19
112
– –
-64
113
– –
-157
114
– –
-20
115
– –
-95
116
– –
-350
117
– –
-4
118
– –
-4
119
– –
-64
120
– –
-51
121
– –
-41
122
– –
-83
123
– –
-242
124
– –
-153
125
– –
-36
3 4
5
6 7