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
$117M
AUM Growth
-$2.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$660K
2
+$587K
3
+$202K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$140K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$107K

Top Sells

1
+$376K
2
+$126K
3
+$114K
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$107K
5
VUG icon
Vanguard Growth ETF
VUG
+$90.4K

Sector Composition

1 Financials 3%
2 Technology 2.61%
3 Consumer Discretionary 2.48%
4 Energy 1.98%
5 Industrials 1.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$12.3K 0.01%
130
127
$11.9K 0.01%
150
128
$11.9K 0.01%
42
129
$11.8K 0.01%
420
130
$11.6K 0.01%
295
131
$11.3K 0.01%
156
132
$10.9K 0.01%
262
-208
133
$10.8K 0.01%
43
134
$10.7K 0.01%
47
135
$10.4K 0.01%
108
136
$10.4K 0.01%
65
137
$9.8K 0.01%
37
138
$9.52K 0.01%
1,199
139
$9.2K 0.01%
126
+4
140
$9.08K 0.01%
40
141
$8.94K 0.01%
53
142
$8.93K 0.01%
38
143
$8.73K 0.01%
79
144
$8.7K 0.01%
91
-100
145
$8.66K 0.01%
283
146
$8.61K 0.01%
334
147
$7.9K 0.01%
100
148
$7.35K 0.01%
166
149
$7.11K 0.01%
87
150
$6.98K 0.01%
189
4 5
6
7 8