LFA

Legend Financial Advisors Portfolio holdings

AUM $165M
1-Year Est. Return 32.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$805K
2
+$740K
3
+$654K
4
IDMO icon
Invesco S&P International Developed Momentum ETF
IDMO
+$568K
5
LCR icon
Leuthold Core ETF
LCR
+$384K

Top Sells

1
+$1.24M
2
+$948K
3
+$473K
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$319K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$275K

Sector Composition

1 Financials 4.26%
2 Technology 3.64%
3 Consumer Discretionary 2.41%
4 Materials 1.21%
5 Industrials 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$14.2K 0.01%
+20
102
$13.1K 0.01%
+45
103
$12.3K 0.01%
+87
104
$11.3K 0.01%
+54
105
$11.2K 0.01%
+150
106
$11.1K 0.01%
+100
107
$11.1K 0.01%
+50
108
$11K 0.01%
+41
109
$10.8K 0.01%
+500
110
$10.6K 0.01%
+500
111
$10.6K 0.01%
+283
112
$10.2K 0.01%
+34
113
$9.75K 0.01%
+125
114
$9.62K 0.01%
+63
115
$9.43K 0.01%
+41
116
$9.13K 0.01%
+100
117
$8.96K 0.01%
+41
118
$8.67K 0.01%
+125
119
$8.63K 0.01%
+500
120
$8.62K 0.01%
+125
121
$8.54K 0.01%
+104
122
$8.28K 0.01%
+216
123
$7.47K 0.01%
+100
124
$7.45K 0.01%
+82
125
$7.34K ﹤0.01%
+50
3 4
5
6 7