LFA
Legend Financial Advisors Portfolio holdings
AUM $151M
This Quarter Return
+0.43%
1 Year Return
+14.6%
3 Year Return
+62.32%
5 Year Return
+95.34%
10 Year Return
–
AUM
$136M
AUM Growth
-$5.6M (-4%)
Cap. Flow
-$4.68M
Cap. Flow % of AUM
-3.44%
Top 10 Holdings %Top 10 Hldgs %
68.35%
Holding
270
New
3
Increased
14
Reduced
15
Closed
233
Top Buys
| 1 | $4.66M | |
| 2 | $1.75M | |
| 3 | $966K | |
| 4 | $636K | |
| 5 | $458K |
Top Sells
| 1 | $4.83M | |
| 2 | $1.79M | |
| 3 | $1.34M | |
| 4 | $533K | |
| 5 | $438K |
Sector Composition
| 1 | Financials | 4.34% |
| 2 | Technology | 3.43% |
| 3 | Consumer Discretionary | 2.1% |
| 4 | Industrials | 0.68% |
| 5 | Materials | 0.64% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| – | – | -105 | Closed | -$3.56K | |||
| – | – | -72 | Closed | -$3.08K | |||
| – | – | -116 | Closed | -$3.78K | |||
| – | – | -52 | Closed | -$12.6K | |||
| – | – | -173 | Closed | -$9.22K | |||
| – | – | -200 | Closed | -$31K | |||
| – | – | -15 | Closed | -$39 | |||
| – | – | -280 | Closed | -$53.3K | |||
| – | – | -380 | Closed | -$71.9K | |||
| – | – | -20 | Closed | -$11.5K | |||
| – | – | -840 | Closed | -$22.8K | |||
| – | – | -1,000 | Closed | -$26.8K | |||
| – | – | -76 | Closed | -$29.6K | |||
| – | – | -365 | Closed | -$68.9K | |||
| – | – | -6 | Closed | -$181 | |||
| – | – | -123 | Closed | -$6.5K | |||
| – | – | -2 | Closed | -$339 | |||
| – | – | -27 | Closed | -$477 | |||
| – | – | -685 | Closed | -$40K | |||
| – | – | -130 | Closed | -$15K | |||
| – | – | -38 | Closed | -$5.14K | |||
| – | – | -133 | Closed | -$4.78K | |||
| – | – | -7 | Closed | -$406 | |||
| – | – | -3 | Closed | -$386 | |||
| – | – | -350 | Closed | -$141K |
