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
$114M
AUM Growth
+$7.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$8.53M
2
+$7.27M
3
+$3.66M
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$2.9M
5
CPA icon
Copa Holdings
CPA
+$558K

Top Sells

1
+$6.37M
2
+$5.79M
3
+$5.76M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$2.98M
5
SBNY
Signature Bank
SBNY
+$410K

Sector Composition

1 Financials 2.46%
2 Technology 1.76%
3 Consumer Discretionary 1.62%
4 Energy 1.47%
5 Industrials 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$8.38K 0.01%
1,199
177
$8.01K 0.01%
65
178
$8K 0.01%
46
179
$7.93K 0.01%
166
180
$7.92K 0.01%
+72
181
$7.64K 0.01%
65
182
$7.62K 0.01%
240
-99
183
$7.4K 0.01%
87
184
$7.21K 0.01%
100
-100
185
$7.09K 0.01%
180
186
$6.89K 0.01%
196
187
$6.81K 0.01%
+111
188
$6.79K 0.01%
219
189
$6.64K 0.01%
50
190
$6.41K 0.01%
37
191
$6.31K 0.01%
+150
192
$6.22K 0.01%
46
193
$6.06K 0.01%
139
194
$5.82K 0.01%
+15
195
$5.8K 0.01%
55
196
$5.53K ﹤0.01%
61
197
$5.5K ﹤0.01%
111
-144
198
$5.39K ﹤0.01%
569
-399
199
$5.11K ﹤0.01%
82
200
$5.09K ﹤0.01%
150
6 7
8
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