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
$142M
AUM Growth
-$3.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$700K
2
+$492K
3
+$208K
4
COPX icon
Global X Copper Miners ETF NEW
COPX
+$174K
5
LCR icon
Leuthold Core ETF
LCR
+$96.9K

Top Sells

1
+$476K
2
+$434K
3
+$393K
4
RSPD icon
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
+$232K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$132K

Sector Composition

1 Financials 3.93%
2 Technology 3.62%
3 Consumer Discretionary 2.64%
4 Industrials 0.84%
5 Materials 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5.3K ﹤0.01%
+19
152
$5.3K ﹤0.01%
+175
153
$5.29K ﹤0.01%
38
154
$5.14K ﹤0.01%
38
155
$5.07K ﹤0.01%
+42
156
$5.06K ﹤0.01%
70
157
$5K ﹤0.01%
+147
158
$4.86K ﹤0.01%
10
159
$4.78K ﹤0.01%
+133
160
$4.72K ﹤0.01%
+131
161
$4.71K ﹤0.01%
82
162
$4.57K ﹤0.01%
1,199
163
$4.4K ﹤0.01%
32
164
$4.23K ﹤0.01%
+2
165
$4.18K ﹤0.01%
+18
166
$4.11K ﹤0.01%
+162
167
$4.09K ﹤0.01%
+2,089
168
$4.02K ﹤0.01%
+100
169
$3.91K ﹤0.01%
+27
170
$3.91K ﹤0.01%
+33
171
$3.9K ﹤0.01%
+89
172
$3.85K ﹤0.01%
+92
173
$3.78K ﹤0.01%
+116
174
$3.78K ﹤0.01%
+97
175
$3.74K ﹤0.01%
+64
5 6
7
8 9