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
$119M
AUM Growth
+$4.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$577K
2
+$527K
3
+$492K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$410K
5
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$224K

Top Sells

1
+$1.17M
2
+$450K
3
+$426K
4
DIS icon
Walt Disney
DIS
+$401K
5
AAPL icon
Apple
AAPL
+$301K

Sector Composition

1 Financials 2.28%
2 Technology 2.23%
3 Consumer Discretionary 1.6%
4 Energy 1.49%
5 Industrials 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$14.1K 0.01%
21
127
$14K 0.01%
133
128
$13.8K 0.01%
65
129
$13.7K 0.01%
250
-250
130
$13.6K 0.01%
64
-32
131
$13.2K 0.01%
98
132
$12.9K 0.01%
150
133
$12.8K 0.01%
172
-75
134
$12.8K 0.01%
65
135
$12.7K 0.01%
1,055
136
$12.7K 0.01%
258
-477
137
$12.6K 0.01%
130
138
$12.4K 0.01%
100
139
$12.3K 0.01%
94
140
$12.2K 0.01%
190
-60
141
$12.1K 0.01%
42
142
$11.9K 0.01%
295
143
$11.8K 0.01%
124
144
$11.7K 0.01%
96
145
$11.6K 0.01%
420
146
$11.4K 0.01%
197
147
$11.3K 0.01%
156
148
$11.2K 0.01%
47
149
$10.4K 0.01%
213
150
$10.1K 0.01%
120
-60
4 5
6
7 8