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
$138M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$759K
2
+$757K
3
+$691K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$443K
5
COPX icon
Global X Copper Miners ETF NEW
COPX
+$359K

Top Sells

1
+$1.12M
2
+$286K
3
+$159K
4
EXPD icon
Expeditors International
EXPD
+$76.3K
5
AWK icon
American Water Works
AWK
+$61.1K

Sector Composition

1 Financials 3.48%
2 Technology 3.32%
3 Consumer Discretionary 2.69%
4 Energy 1.66%
5 Industrials 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$12K 0.01%
150
+100
127
$11.8K 0.01%
42
-101
128
$11.7K 0.01%
43
129
$11.5K 0.01%
71
-101
130
$11.3K 0.01%
49
+33
131
$11K 0.01%
150
+100
132
$10.7K 0.01%
37
133
$10.3K 0.01%
38
134
$10.2K 0.01%
42
135
$10K 0.01%
24
+16
136
$9.77K 0.01%
216
+105
137
$9.51K 0.01%
283
138
$9.4K 0.01%
334
139
$9.23K 0.01%
221
140
$9.02K 0.01%
125
+83
141
$8.72K 0.01%
24
+16
142
$8.63K 0.01%
51
+33
143
$8.36K 0.01%
53
144
$8.19K 0.01%
87
145
$7.77K 0.01%
80
+60
146
$7.55K 0.01%
180
147
$7.49K 0.01%
150
+100
148
$7.29K 0.01%
65
149
$7.02K 0.01%
166
150
$6.77K ﹤0.01%
189
4 5
6
7 8