LFA
Legend Financial Advisors Portfolio holdings
AUM
$151M
This Quarter Return
+6.81%
1 Year Return
+14.6%
3 Year Return
+62.32%
5 Year Return
+95.34%
10 Year Return
–
AUM
$119M
AUM Growth
+$119M
(+4.1%)
Cap. Flow
+$1.6M
Cap. Flow
% of AUM
1.34%
Top 10 Holdings %
Top 10 Hldgs %
68.78%
Holding
247
New
4
Increased
21
Reduced
78
Closed
18
Top Buys
| 1 |
Vanguard S&P Small-Cap 600 Value ETF
VIOV
|
$3.3M |
| 2 |
Sanmina
SANM
|
$577K |
| 3 |
Albemarle
ALB
|
$527K |
| 4 |
Halliburton
HAL
|
$492K |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$410K |
Top Sells
| 1 |
SPDR S&P Biotech ETF
XBI
|
$1.17M |
| 2 |
Global Payments
GPN
|
$450K |
| 3 |
ROCC
Ranger Oil Corporation Class A Common Stock
ROCC
|
$426K |
| 4 |
Walt Disney
DIS
|
$401K |
| 5 |
Apple
AAPL
|
$301K |
Sector Composition
| 1 | Financials | 2.28% |
| 2 | Technology | 2.23% |
| 3 | Consumer Discretionary | 1.6% |
| 4 | Energy | 1.49% |
| 5 | Industrials | 0.98% |
