LFA
Legend Financial Advisors Portfolio holdings
AUM $151M
This Quarter Return
+0.43%
1 Year Return
+14.6%
3 Year Return
+62.32%
5 Year Return
+95.34%
10 Year Return
–
AUM
$136M
AUM Growth
-$5.6M (-4%)
Cap. Flow
-$4.68M
Cap. Flow % of AUM
-3.44%
Top 10 Holdings %Top 10 Hldgs %
68.35%
Holding
270
New
3
Increased
14
Reduced
15
Closed
233
Top Buys
| 1 | $4.66M | |
| 2 | $1.75M | |
| 3 | $966K | |
| 4 | $636K | |
| 5 | $458K |
Top Sells
| 1 | $4.83M | |
| 2 | $1.79M | |
| 3 | $1.34M | |
| 4 | $533K | |
| 5 | $438K |
Sector Composition
| 1 | Financials | 4.34% |
| 2 | Technology | 3.43% |
| 3 | Consumer Discretionary | 2.1% |
| 4 | Industrials | 0.68% |
| 5 | Materials | 0.64% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| – | – | -11 | Closed | -$3.17K | |||
| – | – | -9 | Closed | -$1.16K | |||
| – | – | -235 | Closed | -$1.85K | |||
| – | – | -1 | Closed | -$79 | |||
| – | – | -2 | Closed | -$69 | |||
| – | – | -162 | Closed | -$4.11K | |||
| – | – | -63 | Closed | -$9.11K | |||
| – | – | -125 | Closed | -$3.02K | |||
| – | – | -491 | Closed | -$29.7K | |||
| – | – | -95 | Closed | -$1.33K | |||
| – | – | -236 | Closed | -$3.1K | |||
| – | – | -181 | Closed | -$2.15K | |||
| – | – | -444 | Closed | -$18.1K | |||
| – | – | -2 | Closed | -$73 | |||
| – | – | -10 | Closed | -$4.86K | |||
| – | – | -51 | Closed | -$1.62K | |||
| – | – | -4 | Closed | -$427 | |||
| – | – | -70 | Closed | -$5.06K | |||
| – | – | -50 | Closed | -$1.68K | |||
| – | – | -100 | Closed | -$52.7K | |||
| – | – | -19 | Closed | -$5.3K | |||
| – | – | -64 | Closed | -$3.74K | |||
| – | – | -105 | Closed | -$30.5K | |||
| – | – | -500 | Closed | -$40.9K | |||
| – | – | -200 | Closed | -$6.14K |
