LFA
Legend Financial Advisors Portfolio holdings
AUM $151M
This Quarter Return
+0.43%
1 Year Return
+14.6%
3 Year Return
+62.32%
5 Year Return
+95.34%
10 Year Return
–
AUM
$136M
AUM Growth
-$5.6M (-4%)
Cap. Flow
-$4.68M
Cap. Flow % of AUM
-3.44%
Top 10 Holdings %Top 10 Hldgs %
68.35%
Holding
270
New
3
Increased
14
Reduced
15
Closed
233
Top Buys
| 1 | $4.66M | |
| 2 | $1.75M | |
| 3 | $966K | |
| 4 | $636K | |
| 5 | $458K |
Top Sells
| 1 | $4.83M | |
| 2 | $1.79M | |
| 3 | $1.34M | |
| 4 | $533K | |
| 5 | $438K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| – | – | -46 | Closed | -$7.97K | |||
| – | – | -20 | Closed | -$2.23K | |||
| – | – | -150 | Closed | -$11.8K | |||
| – | – | -104 | Closed | -$8.09K | |||
| – | – | -2 | Closed | -$150 | |||
| – | – | -1,000 | Closed | -$5.43K | |||
| – | – | -2,089 | Closed | -$4.09K | |||
| – | – | -417 | Closed | -$46 | |||
| – | – | -166 | Closed | -$5.43K | |||
| – | – | -92 | Closed | -$3.85K | |||
| – | – | -7 | Closed | -$145 | |||
| – | – | -100 | Closed | -$9.13K | |||
| – | – | -2 | Closed | -$248 | |||
| – | – | -1,000 | Closed | -$42.4K | |||
| – | – | -166 | Closed | -$6.71K | |||
| – | – | -24 | Closed | -$2K | |||
| – | – | -2 | Closed | -$4.23K | |||
| – | – | -65 | Closed | -$15.8K | |||
| – | – | -99 | Closed | -$3.26K | |||
| – | – | -55 | Closed | -$1.21K | |||
| – | – | -1,361 | Closed | -$42.5K | |||
| – | – | -97 | Closed | -$2.11K | |||
| – | – | -133 | Closed | -$19.8K | |||
| – | – | -156 | Closed | -$11.5K | |||
| – | – | -45 | Closed | -$11.9K |
