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
$119M
AUM Growth
+$4.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$577K
2
+$527K
3
+$492K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$410K
5
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$224K

Top Sells

1
+$1.17M
2
+$450K
3
+$426K
4
DIS icon
Walt Disney
DIS
+$401K
5
AAPL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$10.1K 0.01%
50
-55
152
$9.81K 0.01%
48
-6
153
$9.71K 0.01%
43
154
$9.61K 0.01%
65
155
$9.41K 0.01%
108
156
$9.32K 0.01%
50
-25
157
$9.14K 0.01%
150
-75
158
$9.06K 0.01%
38
159
$8.92K 0.01%
46
160
$8.9K 0.01%
81
161
$8.89K 0.01%
56
162
$8.84K 0.01%
113
163
$8.65K 0.01%
53
164
$8.57K 0.01%
50
-25
165
$8.45K 0.01%
37
166
$8.2K 0.01%
100
167
$8.15K 0.01%
166
168
$8.11K 0.01%
199
-759
169
$7.85K 0.01%
24
-12
170
$7.84K 0.01%
150
-75
171
$7.67K 0.01%
124
-62
172
$7.64K 0.01%
87
173
$7.59K 0.01%
100
-164
174
$7.12K 0.01%
65
175
$7.01K 0.01%
50
5 6
7
8 9