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
$117M
AUM Growth
-$2.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$660K
2
+$587K
3
+$202K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$140K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$107K

Top Sells

1
+$376K
2
+$126K
3
+$114K
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$107K
5
VUG icon
Vanguard Growth ETF
VUG
+$90.4K

Sector Composition

1 Financials 3%
2 Technology 2.61%
3 Consumer Discretionary 2.48%
4 Energy 1.98%
5 Industrials 1.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.58K ﹤0.01%
1,000
177
$2.51K ﹤0.01%
61
178
$2.41K ﹤0.01%
45
179
$1.91K ﹤0.01%
97
180
$1.73K ﹤0.01%
60
+13
181
$1.73K ﹤0.01%
159
182
$1.7K ﹤0.01%
52
183
$1.69K ﹤0.01%
32
184
$1.57K ﹤0.01%
76
185
$1.54K ﹤0.01%
23
-73
186
$819 ﹤0.01%
27
187
$401 ﹤0.01%
11
-3,459
188
$45 ﹤0.01%
3
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5 6 7
8
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