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
$106M
AUM Growth
+$9.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$7.27M
2
+$1.44M
3
+$1.24M
4
NMIH icon
NMI Holdings
NMIH
+$513K
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$502K

Top Sells

1
+$900K
2
+$510K
3
+$446K
4
IAU icon
iShares Gold Trust
IAU
+$325K
5
PALL icon
abrdn Physical Palladium Shares ETF
PALL
+$294K

Sector Composition

1 Financials 2.62%
2 Technology 2.23%
3 Consumer Discretionary 1.24%
4 Industrials 0.91%
5 Communication Services 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$9.56K 0.01%
+47
152
$9.54K 0.01%
+339
153
$9.51K 0.01%
+420
154
$9.43K 0.01%
+197
155
$8.95K 0.01%
+213
156
$8.81K 0.01%
+113
157
$8.62K 0.01%
+60
158
$8.5K 0.01%
+38
159
$8.29K 0.01%
+255
160
$8.2K 0.01%
+65
161
$8.09K 0.01%
+166
162
$8.03K 0.01%
+56
163
$7.91K 0.01%
+108
164
$7.73K 0.01%
+36
165
$7.56K 0.01%
+91
166
$7.48K 0.01%
+65
167
$7.43K 0.01%
+46
168
$7.32K 0.01%
+72
169
$7.04K 0.01%
+270
170
$6.87K 0.01%
+87
171
$6.83K 0.01%
+180
172
$6.39K 0.01%
+91
173
$6.36K 0.01%
+50
174
$6.21K 0.01%
+500
175
$6.02K 0.01%
+126
5 6
7
8 9