We are live on ! Find out more
LFA

Legend Financial Advisors Portfolio holdings

AUM $155M
1-Year Est. Return 36.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$281K
2
+$203K
3
+$151K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$117K
5
LCR icon
Leuthold Core ETF
LCR
+$113K

Top Sells

1
+$1.21M
2
+$1,000K
3
+$484K
4
COPX icon
Global X Copper Miners ETF NEW
COPX
+$424K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$168K

Sector Composition

1 Technology 3.85%
2 Financials 3.79%
3 Consumer Discretionary 2.45%
4 Materials 1.66%
5 Industrials 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-12
152
– –
-1,432
153
– –
-1,700
154
– –
-38
155
– –
-100
156
– –
-82
157
– –
-50
158
– –
-1,000
159
– –
-1,000
160
– –
-101
161
– –
-420
162
– –
-60
163
– –
-20
164
– –
-42
165
– –
-904
166
– –
-11
167
– –
-63
168
– –
-420
169
– –
-236
170
– –
-216
171
– –
-10
172
– –
-131
3 4 5 6
7