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
$138M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$759K
2
+$757K
3
+$691K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$443K
5
COPX icon
Global X Copper Miners ETF NEW
COPX
+$359K

Top Sells

1
+$1.12M
2
+$286K
3
+$159K
4
EXPD icon
Expeditors International
EXPD
+$76.3K
5
AWK icon
American Water Works
AWK
+$61.1K

Sector Composition

1 Financials 3.48%
2 Technology 3.32%
3 Consumer Discretionary 2.69%
4 Energy 1.66%
5 Industrials 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$6.1K ﹤0.01%
8
+6
152
$5.9K ﹤0.01%
61
153
$5.87K ﹤0.01%
50
154
$5.65K ﹤0.01%
38
155
$5.3K ﹤0.01%
150
156
$5K ﹤0.01%
200
157
$4.82K ﹤0.01%
82
158
$4.82K ﹤0.01%
96
159
$4.61K ﹤0.01%
45
160
$4.52K ﹤0.01%
38
161
$4.35K ﹤0.01%
96
162
$4.16K ﹤0.01%
236
163
$3.97K ﹤0.01%
83
164
$3.86K ﹤0.01%
61
165
$3.74K ﹤0.01%
76
+50
166
$3.69K ﹤0.01%
100
167
$3.25K ﹤0.01%
22
-13
168
$2.98K ﹤0.01%
11
-11
169
$2.97K ﹤0.01%
59
170
$2.92K ﹤0.01%
+99
171
$2.77K ﹤0.01%
1,000
172
$2.37K ﹤0.01%
12
+8
173
$2.35K ﹤0.01%
18
-45
174
$2.19K ﹤0.01%
45
175
$2.13K ﹤0.01%
52
4 5 6
7
8