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
$145M
AUM Growth
+$3.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$836K
3
+$475K
4
AMZN icon
Amazon
AMZN
+$263K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$223K

Top Sells

1
+$692K
2
+$631K
3
+$581K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$527K
5
V icon
Visa
V
+$428K

Sector Composition

1 Technology 3.62%
2 Financials 3.35%
3 Consumer Discretionary 2.38%
4 Energy 0.79%
5 Industrials 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5.1K ﹤0.01%
236
127
$5.08K ﹤0.01%
23
-199
128
$4.93K ﹤0.01%
32
+7
129
$4.88K ﹤0.01%
82
130
$4.74K ﹤0.01%
83
131
$4.35K ﹤0.01%
45
132
$4.3K ﹤0.01%
96
-77
133
$4.19K ﹤0.01%
1,000
134
$3.82K ﹤0.01%
61
-40
135
$3.64K ﹤0.01%
63
136
$3.33K ﹤0.01%
+71
137
$3.18K ﹤0.01%
99
138
$3.12K ﹤0.01%
11
139
$2.96K ﹤0.01%
59
140
$2.59K ﹤0.01%
45
141
$2.33K ﹤0.01%
10
142
$1.92K ﹤0.01%
20
+18
143
$1.91K ﹤0.01%
97
144
$1.63K ﹤0.01%
58
+23
145
$1.54K ﹤0.01%
13
146
$575 ﹤0.01%
27
147
$476 ﹤0.01%
16
-27
148
$460 ﹤0.01%
12
-198
149
$239 ﹤0.01%
7
150
$165 ﹤0.01%
2
4 5
6
7 8