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
$142M
AUM Growth
-$3.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$700K
2
+$492K
3
+$208K
4
COPX icon
Global X Copper Miners ETF NEW
COPX
+$174K
5
LCR icon
Leuthold Core ETF
LCR
+$96.9K

Top Sells

1
+$476K
2
+$434K
3
+$393K
4
RSPD icon
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
+$232K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$132K

Sector Composition

1 Financials 3.93%
2 Technology 3.62%
3 Consumer Discretionary 2.64%
4 Industrials 0.84%
5 Materials 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$8.52K 0.01%
41
127
$8.09K 0.01%
104
128
$8.06K 0.01%
83
129
$7.97K 0.01%
+46
130
$7.56K 0.01%
+60
131
$7.46K 0.01%
82
132
$7.42K 0.01%
7
133
$7.4K 0.01%
125
134
$7.18K 0.01%
26
+6
135
$7.11K 0.01%
101
+40
136
$7.03K 0.01%
31
137
$6.71K ﹤0.01%
166
138
$6.62K ﹤0.01%
+281
139
$6.5K ﹤0.01%
+123
140
$6.46K ﹤0.01%
+89
141
$6.45K ﹤0.01%
42
142
$6.35K ﹤0.01%
+212
143
$6.21K ﹤0.01%
82
144
$6.14K ﹤0.01%
200
145
$5.97K ﹤0.01%
+22
146
$5.96K ﹤0.01%
+24
147
$5.83K ﹤0.01%
189
-85
148
$5.61K ﹤0.01%
125
149
$5.43K ﹤0.01%
+166
150
$5.43K ﹤0.01%
1,000
4 5
6
7 8