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
$106M
AUM Growth
+$9.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$7.27M
2
+$1.44M
3
+$1.24M
4
NMIH icon
NMI Holdings
NMIH
+$513K
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$502K

Top Sells

1
+$900K
2
+$510K
3
+$446K
4
IAU icon
iShares Gold Trust
IAU
+$325K
5
PALL icon
abrdn Physical Palladium Shares ETF
PALL
+$294K

Sector Composition

1 Financials 2.62%
2 Technology 2.23%
3 Consumer Discretionary 1.24%
4 Industrials 0.91%
5 Communication Services 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$5.84K 0.01%
+30
177
$5.83K 0.01%
+219
178
$5.77K 0.01%
+196
179
$5.63K 0.01%
+55
180
$5.6K 0.01%
+139
181
$5.6K 0.01%
+46
182
$5.49K 0.01%
+37
183
$5.41K 0.01%
+82
184
$4.64K ﹤0.01%
+61
185
$4.56K ﹤0.01%
+150
186
$4.29K ﹤0.01%
+50
187
$4.12K ﹤0.01%
+250
188
$3.98K ﹤0.01%
+15
189
$3.89K ﹤0.01%
+236
190
$3.87K ﹤0.01%
+38
191
$3.72K ﹤0.01%
+45
192
$3.44K ﹤0.01%
+500
193
$3.35K ﹤0.01%
+130
194
$3.19K ﹤0.01%
+188
195
$3.11K ﹤0.01%
+70
196
$3.1K ﹤0.01%
+19
197
$3.08K ﹤0.01%
+96
198
$2.93K ﹤0.01%
+15
199
$2.92K ﹤0.01%
+172
200
$2.75K ﹤0.01%
+21
6 7
8
9 10