LFA

Legend Financial Advisors Portfolio holdings

AUM $165M
1-Year Est. Return 32.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$805K
2
+$740K
3
+$654K
4
IDMO icon
Invesco S&P International Developed Momentum ETF
IDMO
+$568K
5
LCR icon
Leuthold Core ETF
LCR
+$384K

Top Sells

1
+$1.24M
2
+$948K
3
+$473K
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$319K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$275K

Sector Composition

1 Financials 4.26%
2 Technology 3.64%
3 Consumer Discretionary 2.41%
4 Materials 1.21%
5 Industrials 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$7.2K ﹤0.01%
+35
127
$7.05K ﹤0.01%
+166
128
$7K ﹤0.01%
+43
129
$6.81K ﹤0.01%
+70
130
$6.72K ﹤0.01%
+135
131
$6.69K ﹤0.01%
+42
132
$6.61K ﹤0.01%
+20
133
$6.61K ﹤0.01%
+83
134
$6.39K ﹤0.01%
+200
135
$5.86K ﹤0.01%
+38
136
$5.83K ﹤0.01%
+82
137
$5.54K ﹤0.01%
+177
138
$5.34K ﹤0.01%
+31
139
$5.19K ﹤0.01%
+61
140
$4.82K ﹤0.01%
+199
141
$4.72K ﹤0.01%
+96
142
$4.63K ﹤0.01%
+10
143
$4.59K ﹤0.01%
+82
144
$3.9K ﹤0.01%
+1,000
145
$3.61K ﹤0.01%
+45
146
$3.56K ﹤0.01%
+63
147
$3.42K ﹤0.01%
+99
148
$3.14K ﹤0.01%
+11
149
$2.97K ﹤0.01%
+59
150
$2.89K ﹤0.01%
+1,199
3 4 5
6
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