We are live on ! Find out more
LFA

Legend Financial Advisors Portfolio holdings

AUM $155M
1-Year Est. Return 36.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
-$5.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$4.58M
2
+$1.69M
3
+$1.1M
4
EVR icon
Evercore
EVR
+$793K
5
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$495K

Top Sells

1
+$5.02M
2
+$1.64M
3
+$1.44M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$545K
5
RSPD icon
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
+$466K

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 Change
in Stake 		Capital Flow
126
– –
-32
127
– –
-1,432
128
– –
-5
129
– –
-24
130
– –
-16
131
– –
-131
132
– –
-200
133
– –
-15
134
– –
-280
135
– –
-380
136
– –
-20
137
– –
-1,000
138
– –
-76
139
– –
-365
140
– –
-6
141
– –
-123
142
– –
-840
143
– –
-2,089
144
– –
-417
145
– –
-166
146
– –
-92
147
– –
-92
148
– –
-3
149
– –
-10
150
– –
-500
4 5
6
7 8