LFA

Legend Financial Advisors Portfolio holdings

AUM $163M
1-Year Est. Return 22.07%
This Quarter Est. Return
1 Year Est. Return
+22.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Sector Composition

1 Financials 4.26%
2 Technology 3.64%
3 Consumer Discretionary 2.41%
4 Materials 1.21%
5 Industrials 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SNRE
151
DELISTED
Sunrise Communications AG American Depositary Shares representing Class A shares
SNRE
$2.66K ﹤0.01%
+47
VKTX icon
152
Viking Therapeutics
VKTX
$3.83B
$2.65K ﹤0.01%
+100
LBTYK icon
153
Liberty Global Class C
LBTYK
$3.44B
$2.43K ﹤0.01%
+236
DIS icon
154
Walt Disney
DIS
$199B
$2.23K ﹤0.01%
+18
AMT icon
155
American Tower
AMT
$85.9B
$2.21K ﹤0.01%
+10
SNY icon
156
Sanofi
SNY
$113B
$2.17K ﹤0.01%
+45
FSK icon
157
FS KKR Capital
FSK
$4.06B
$2.01K ﹤0.01%
+97
XLV icon
158
State Street Health Care Select Sector SPDR ETF
XLV
$41B
$1.62K ﹤0.01%
+12
SCHB icon
159
Schwab US Broad Market ETF
SCHB
$38.9B
$1.43K ﹤0.01%
+60
CCI icon
160
Crown Castle
CCI
$39.6B
$1.33K ﹤0.01%
+13
BAC icon
161
Bank of America
BAC
$382B
$558 ﹤0.01%
+12
SCHH icon
162
Schwab US REIT ETF
SCHH
$9.17B
$466 ﹤0.01%
+22
SCHF icon
163
Schwab International Equity ETF
SCHF
$57.8B
$442 ﹤0.01%
+20
LQD icon
164
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.2B
$438 ﹤0.01%
+4
BRSL
165
Brightstar Lottery PLC
BRSL
$2.68B
$427 ﹤0.01%
+27
ITOT icon
166
iShares Core S&P Total US Stock Market ETF
ITOT
$81.8B
$405 ﹤0.01%
+3
VWO icon
167
Vanguard FTSE Emerging Markets ETF
VWO
$110B
$396 ﹤0.01%
+8
PCY icon
168
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.29B
$347 ﹤0.01%
+17
EMBC icon
169
Embecta
EMBC
$734M
$68 ﹤0.01%
+7
OGN icon
170
Organon & Co
OGN
$2.28B
$68 ﹤0.01%
+7
TGB
171
Taseko Mines
TGB
$2.54B
$63 ﹤0.01%
+20
DCI icon
172
Donaldson
DCI
$11.7B
-3,092