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
$120M
AUM Growth
+$757K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$728K
3
+$528K
4
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$357K
5
XME icon
SPDR S&P Metals & Mining ETF
XME
+$341K

Top Sells

1
+$2.5M
2
+$1.53M
3
+$809K
4
IAU icon
iShares Gold Trust
IAU
+$608K
5
VUG icon
Vanguard Growth ETF
VUG
+$373K

Sector Composition

1 Technology 3.18%
2 Financials 2.5%
3 Consumer Discretionary 2.35%
4 Energy 1.66%
5 Industrials 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$13.8K 0.01%
94
127
$13.6K 0.01%
66
-31
128
$13.5K 0.01%
258
129
$13.5K 0.01%
+227
130
$13.3K 0.01%
250
131
$13K 0.01%
130
132
$12.8K 0.01%
197
133
$12.8K 0.01%
100
134
$12.6K 0.01%
150
135
$12.6K 0.01%
42
136
$12.4K 0.01%
420
137
$12.2K 0.01%
106
+25
138
$12K 0.01%
295
139
$11.6K 0.01%
225
+75
140
$11.6K 0.01%
36
+12
141
$11.6K 0.01%
156
142
$11.5K 0.01%
47
143
$11.4K 0.01%
98
144
$10.6K 0.01%
65
145
$10.6K 0.01%
43
146
$10.4K 0.01%
79
-10
147
$10.2K 0.01%
50
148
$10.2K 0.01%
50
149
$10.2K 0.01%
122
-156
150
$10K 0.01%
96
4 5
6
7 8