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
$120M
AUM Growth
+$757K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$728K
3
+$528K
4
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$357K
5
XME icon
SPDR S&P Metals & Mining ETF
XME
+$341K

Top Sells

1
+$2.5M
2
+$1.53M
3
+$809K
4
IAU icon
iShares Gold Trust
IAU
+$608K
5
VUG icon
Vanguard Growth ETF
VUG
+$373K

Sector Composition

1 Technology 3.18%
2 Financials 2.5%
3 Consumer Discretionary 2.35%
4 Energy 1.66%
5 Industrials 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$5.71K ﹤0.01%
48
177
$5.62K ﹤0.01%
10
178
$4.72K ﹤0.01%
150
179
$4.64K ﹤0.01%
250
180
$4.55K ﹤0.01%
83
181
$4.43K ﹤0.01%
96
-457
182
$4.42K ﹤0.01%
38
183
$4.41K ﹤0.01%
50
184
$4.32K ﹤0.01%
1,000
185
$4.25K ﹤0.01%
45
186
$4.19K ﹤0.01%
236
187
$4.18K ﹤0.01%
82
188
$3.98K ﹤0.01%
30
+25
189
$3.93K ﹤0.01%
15
190
$3.78K ﹤0.01%
200
191
$3.7K ﹤0.01%
96
192
$2.97K ﹤0.01%
59
193
$2.93K ﹤0.01%
100
194
$2.81K ﹤0.01%
61
195
$2.8K ﹤0.01%
+128
196
$2.43K ﹤0.01%
45
197
$2.33K ﹤0.01%
12
-36
198
$1.99K ﹤0.01%
159
-11
199
$1.86K ﹤0.01%
97
200
$1.77K ﹤0.01%
+76
6 7
8
9 10