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
$114M
AUM Growth
+$7.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$8.52M
2
+$6.74M
3
+$3.78M
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$2.94M
5
CHS
Chicos FAS, Inc.
CHS
+$540K

Top Sells

1
+$6.67M
2
+$6.6M
3
+$5.82M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$2.87M
5
SBNY
Signature Bank
SBNY
+$410K

Sector Composition

1 Financials 2.46%
2 Technology 1.76%
3 Consumer Discretionary 1.62%
4 Energy 1.47%
5 Industrials 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$11.9K 0.01%
+36
152
$11.9K 0.01%
+75
153
$11.6K 0.01%
124
154
$11.5K 0.01%
+186
155
$11.5K 0.01%
295
-145
156
$11.4K 0.01%
54
+18
157
$11.4K 0.01%
98
158
$11.4K 0.01%
47
159
$11.2K 0.01%
156
160
$10.7K 0.01%
+225
161
$10.7K 0.01%
500
162
$10.6K 0.01%
150
163
$10.4K 0.01%
108
164
$10.2K 0.01%
420
165
$10.1K 0.01%
213
166
$9.96K 0.01%
43
167
$9.89K 0.01%
94
168
$9.51K 0.01%
53
-7
169
$9.47K 0.01%
113
170
$9.45K 0.01%
197
171
$9.43K 0.01%
38
172
$8.89K 0.01%
56
173
$8.75K 0.01%
81
+9
174
$8.55K 0.01%
100
175
$8.41K 0.01%
270
5 6
7
8 9