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
$114M
AUM Growth
+$7.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$8.53M
2
+$7.27M
3
+$3.66M
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$2.9M
5
CPA icon
Copa Holdings
CPA
+$558K

Top Sells

1
+$6.37M
2
+$5.79M
3
+$5.76M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$2.98M
5
SBNY
Signature Bank
SBNY
+$410K

Sector Composition

1 Financials 2.46%
2 Technology 1.76%
3 Consumer Discretionary 1.62%
4 Energy 1.47%
5 Industrials 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$16.3K 0.01%
50
127
$16.2K 0.01%
416
128
$16K 0.01%
97
129
$16K 0.01%
65
130
$15.5K 0.01%
251
131
$15.4K 0.01%
525
132
$15.4K 0.01%
204
-828
133
$15.2K 0.01%
100
134
$14.9K 0.01%
21
135
$14.7K 0.01%
1,055
136
$14.7K 0.01%
+180
137
$14.6K 0.01%
312
138
$14.6K 0.01%
216
139
$14.1K 0.01%
+75
140
$14K 0.01%
250
+180
141
$13.7K 0.01%
103
142
$13.5K 0.01%
65
143
$13.5K 0.01%
63
144
$13.3K 0.01%
89
145
$12.9K 0.01%
42
146
$12.9K 0.01%
+225
147
$12.4K 0.01%
+36
148
$12.3K 0.01%
130
149
$12.2K 0.01%
133
150
$12K 0.01%
96
4 5
6
7 8