LFA

Legend Financial Advisors Portfolio holdings

AUM $165M
1-Year Est. Return 32.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.14%
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

Top Buys

1
+$805K
2
+$740K
3
+$654K
4
IDMO icon
Invesco S&P International Developed Momentum ETF
IDMO
+$568K
5
LCR icon
Leuthold Core ETF
LCR
+$384K

Top Sells

1
+$1.24M
2
+$948K
3
+$473K
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$319K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$275K

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
151
$2.66K ﹤0.01%
+47
152
$2.65K ﹤0.01%
+100
153
$2.43K ﹤0.01%
+236
154
$2.23K ﹤0.01%
+18
155
$2.21K ﹤0.01%
+10
156
$2.17K ﹤0.01%
+45
157
$2.01K ﹤0.01%
+97
158
$1.62K ﹤0.01%
+12
159
$1.43K ﹤0.01%
+60
160
$1.33K ﹤0.01%
+13
161
$558 ﹤0.01%
+12
162
$466 ﹤0.01%
+22
163
$442 ﹤0.01%
+20
164
$438 ﹤0.01%
+4
165
$427 ﹤0.01%
+27
166
$405 ﹤0.01%
+3
167
$396 ﹤0.01%
+8
168
$347 ﹤0.01%
+17
169
$68 ﹤0.01%
+7
170
$68 ﹤0.01%
+7
171
$63 ﹤0.01%
+20
172
– –
-3,092
3 4 5 6
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