LFA
Legend Financial Advisors Portfolio holdings
AUM
$151M
1-Year Return
14.6%
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
(-3.9%)
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 |
Invesco S&P International Developed Momentum ETF
IDMO
|
+$4.66M |
| 2 |
Energy Select Sector SPDR Fund
XLE
|
+$1.75M |
| 3 |
iShares Semiconductor ETF
SOXX
|
+$966K |
| 4 |
Evercore
EVR
|
+$636K |
| 5 |
Vanguard S&P Small-Cap 600 Value ETF
VIOV
|
+$458K |
Top Sells
| 1 |
Vanguard Mid-Cap ETF
VO
|
+$4.83M |
| 2 |
iShares Gold Trust
IAU
|
+$1.79M |
| 3 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
+$1.34M |
| 4 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
+$533K |
| 5 |
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
|
+$438K |
Sector Composition
| 1 | Financials | 4.34% |
| 2 | Technology | 3.43% |
| 3 | Consumer Discretionary | 2.1% |
| 4 | Industrials | 0.68% |
| 5 | Materials | 0.64% |
