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
$141M
AUM Growth
+$2.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$482K
2
+$410K
3
+$409K
4
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$337K
5
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$264K

Top Sells

1
+$885K
2
+$796K
3
+$406K
4
LCR icon
Leuthold Core ETF
LCR
+$285K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$109K

Sector Composition

1 Technology 3.84%
2 Financials 3.81%
3 Consumer Discretionary 2.69%
4 Energy 1.45%
5 Industrials 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$9.09K 0.01%
+153
152
$9.05K 0.01%
20
-4
153
$8.85K 0.01%
+280
154
$8.79K 0.01%
1,199
155
$8.75K 0.01%
+71
156
$8.6K 0.01%
26
+2
157
$8.5K 0.01%
125
-25
158
$8.48K 0.01%
+193
159
$8.46K 0.01%
87
160
$8.37K 0.01%
42
-9
161
$8.33K 0.01%
210
+199
162
$8.3K 0.01%
+173
163
$8.04K 0.01%
173
+77
164
$7.91K 0.01%
189
165
$7.87K 0.01%
+166
166
$7.86K 0.01%
+133
167
$7.61K 0.01%
174
-47
168
$7.57K 0.01%
104
-21
169
$7.45K 0.01%
70
-10
170
$7.38K 0.01%
125
-25
171
$7.22K 0.01%
+175
172
$7.22K 0.01%
65
173
$6.96K ﹤0.01%
+22
174
$6.91K ﹤0.01%
+60
175
$6.82K ﹤0.01%
+212
5 6
7
8 9