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
$119M
AUM Growth
+$4.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Sells

1 +$1.17M
2 +$450K
3 +$426K
4
DIS icon
Walt Disney
DIS
+$401K
5
AAPL icon
Apple
AAPL
+$301K

Sector Composition

1 Financials 2.28%
2 Technology 2.23%
3 Consumer Discretionary 1.6%
4 Energy 1.49%
5 Industrials 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$7K 0.01%
180
177
$6.82K 0.01%
1,199
178
$6.17K 0.01%
46
179
$6.13K 0.01%
24
-12
180
$6.12K 0.01%
48
-24
181
$6.03K 0.01%
55
182
$5.61K ﹤0.01%
61
183
$5.3K ﹤0.01%
100
-50
184
$5.01K ﹤0.01%
139
185
$4.86K ﹤0.01%
82
186
$4.86K ﹤0.01%
150
187
$4.81K ﹤0.01%
236
188
$4.65K ﹤0.01%
10
-5
189
$4.3K ﹤0.01%
45
190
$4.29K ﹤0.01%
250
-250
191
$4.27K ﹤0.01%
38
192
$4.14K ﹤0.01%
74
-37
193
$4.14K ﹤0.01%
50
194
$3.99K ﹤0.01%
19
195
$3.67K ﹤0.01%
83
196
$3.67K ﹤0.01%
200
197
$3.52K ﹤0.01%
96
198
$3.25K ﹤0.01%
15
199
$3.11K ﹤0.01%
15
200
$3.1K ﹤0.01%
100
-140