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
$124M
AUM Growth
+$7.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$197K
2
+$196K
3
+$153K
4
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$78K
5
XME icon
SPDR S&P Metals & Mining ETF
XME
+$42.5K

Top Sells

1
+$1.41M
2
+$755K
3
+$517K
4
PALL icon
abrdn Physical Palladium Shares ETF
PALL
+$427K
5
ALB icon
Albemarle
ALB
+$414K

Sector Composition

1 Financials 3.03%
2 Consumer Discretionary 2.87%
3 Technology 2.37%
4 Energy 1.64%
5 Industrials 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4.77K ﹤0.01%
35
152
$4.6K ﹤0.01%
96
153
$4.54K ﹤0.01%
45
154
$4.42K ﹤0.01%
200
155
$4.41K ﹤0.01%
82
156
$4.4K ﹤0.01%
38
157
$4.4K ﹤0.01%
236
158
$3.95K ﹤0.01%
+50
159
$3.93K ﹤0.01%
+16
160
$3.78K ﹤0.01%
+50
161
$3.67K ﹤0.01%
+16
162
$3.59K ﹤0.01%
+40
163
$3.45K ﹤0.01%
96
164
$3.42K ﹤0.01%
83
165
$3.2K ﹤0.01%
100
166
$3.14K ﹤0.01%
61
167
$3.09K ﹤0.01%
+8
168
$3.05K ﹤0.01%
+16
169
$2.96K ﹤0.01%
59
170
$2.92K ﹤0.01%
128
171
$2.84K ﹤0.01%
1,000
172
$2.79K ﹤0.01%
+42
173
$2.6K ﹤0.01%
+18
174
$2.54K ﹤0.01%
52
175
$2.53K ﹤0.01%
+50
5 6
7
8 9