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
$141M
AUM Growth
+$2.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$482K
2
+$410K
3
+$409K
4
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$337K
5
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$264K

Top Sells

1
+$885K
2
+$796K
3
+$406K
4
LCR icon
Leuthold Core ETF
LCR
+$285K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$109K

Sector Composition

1 Technology 3.84%
2 Financials 3.81%
3 Consumer Discretionary 2.69%
4 Energy 1.45%
5 Industrials 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$13.3K 0.01%
250
127
$13.1K 0.01%
612
-5,106
128
$13.1K 0.01%
156
129
$13K 0.01%
173
-16
130
$13K 0.01%
47
131
$12.6K 0.01%
+40
132
$12.5K 0.01%
80
+27
133
$12.1K 0.01%
110
+2
134
$11.9K 0.01%
+150
135
$11.9K 0.01%
+242
136
$11.7K 0.01%
79
137
$11.3K 0.01%
+52
138
$11.2K 0.01%
+52
139
$11.1K 0.01%
37
140
$11.1K 0.01%
43
141
$11K 0.01%
41
-8
142
$10.8K 0.01%
42
143
$10.1K 0.01%
38
144
$9.83K 0.01%
54
-11
145
$9.81K 0.01%
283
146
$9.8K 0.01%
100
-20
147
$9.7K 0.01%
+100
148
$9.7K 0.01%
334
149
$9.28K 0.01%
41
-8
150
$9.15K 0.01%
45
-4
4 5
6
7 8