LFA
Legend Financial Advisors Portfolio holdings
AUM
$151M
1-Year Return
14.6%
This Quarter Return
+8.59%
1 Year Return
+14.6%
3 Year Return
+62.32%
5 Year Return
+95.34%
10 Year Return
–
AUM
$138M
AUM Growth
+$13.6M
(+11%)
Cap. Flow
+$2.99M
Cap. Flow
% of AUM
2.17%
Top 10 Holdings %
Top 10 Hldgs %
70.61%
Holding
197
New
4
Increased
57
Reduced
31
Closed
12
Top Buys
| 1 |
First Solar
FSLR
|
$759K |
| 2 |
Intel
INTC
|
$757K |
| 3 |
Everest Group
EG
|
$691K |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$443K |
| 5 |
Global X Copper Miners ETF NEW
COPX
|
$359K |
Top Sells
| 1 |
Modine Manufacturing
MOD
|
$1.12M |
| 2 |
Invesco QQQ Trust
QQQ
|
$286K |
| 3 |
iShares US Regional Banks ETF
IAT
|
$159K |
| 4 |
Expeditors International
EXPD
|
$76.3K |
| 5 |
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% |
