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
$106M
AUM Growth
+$9.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$7.27M
2
+$1.44M
3
+$1.24M
4
NMIH icon
NMI Holdings
NMIH
+$513K
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$502K

Top Sells

1
+$900K
2
+$510K
3
+$446K
4
IAU icon
iShares Gold Trust
IAU
+$325K
5
PALL icon
abrdn Physical Palladium Shares ETF
PALL
+$294K

Sector Composition

1 Financials 2.62%
2 Technology 2.23%
3 Consumer Discretionary 1.24%
4 Industrials 0.91%
5 Communication Services 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$13.2K 0.01%
+251
127
$13.2K 0.01%
+89
128
$13.1K 0.01%
+200
129
$13K 0.01%
+63
130
$12.8K 0.01%
+227
131
$12.6K 0.01%
+206
132
$12.5K 0.01%
+59
133
$12.1K 0.01%
+74
134
$12K 0.01%
+54
135
$11.6K 0.01%
+21
136
$11.5K 0.01%
+133
137
$11.3K 0.01%
+130
138
$11.1K 0.01%
+140
139
$11.1K 0.01%
+968
140
$11.1K 0.01%
+124
141
$10.7K 0.01%
+1,199
142
$10.5K 0.01%
+100
143
$10.3K 0.01%
+156
144
$10.1K 0.01%
+96
145
$10.1K 0.01%
+500
146
$9.88K 0.01%
+43
147
$9.86K 0.01%
+94
148
$9.8K 0.01%
+150
149
$9.78K 0.01%
+42
150
$9.73K 0.01%
+98
4 5
6
7 8