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
$124M
AUM Growth
+$7.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$197K
2
+$196K
3
+$153K
4
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$78K
5
XME icon
SPDR S&P Metals & Mining ETF
XME
+$42.5K

Top Sells

1
+$1.41M
2
+$755K
3
+$517K
4
PALL icon
abrdn Physical Palladium Shares ETF
PALL
+$427K
5
ALB icon
Albemarle
ALB
+$414K

Sector Composition

1 Financials 3.03%
2 Consumer Discretionary 2.87%
3 Technology 2.37%
4 Energy 1.64%
5 Industrials 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$9.53K 0.01%
38
127
$9.36K 0.01%
37
128
$9.25K 0.01%
283
129
$9.16K 0.01%
334
130
$9.08K 0.01%
221
-74
131
$8.4K 0.01%
1,199
132
$8.11K 0.01%
87
133
$7.98K 0.01%
167
-166
134
$7.91K 0.01%
53
135
$7.88K 0.01%
63
-52
136
$7.84K 0.01%
166
137
$7.82K 0.01%
189
138
$7.17K 0.01%
65
139
$6.79K 0.01%
180
140
$6.75K 0.01%
+64
141
$6.59K 0.01%
80
142
$6.16K 0.01%
61
143
$5.97K ﹤0.01%
38
144
$5.74K ﹤0.01%
+22
145
$5.72K ﹤0.01%
199
146
$5.71K ﹤0.01%
250
147
$5.65K ﹤0.01%
111
-4,130
148
$5.55K ﹤0.01%
22
-41
149
$5.19K ﹤0.01%
50
150
$5.16K ﹤0.01%
150
4 5
6
7 8