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
$124M
AUM Growth
+$7.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$197K
2
+$196K
3
+$153K
4
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$78K
5
XME icon
SPDR S&P Metals & Mining ETF
XME
+$42.5K

Top Sells

1
+$1.41M
2
+$755K
3
+$517K
4
PALL icon
abrdn Physical Palladium Shares ETF
PALL
+$427K
5
ALB icon
Albemarle
ALB
+$414K

Sector Composition

1 Financials 3.03%
2 Consumer Discretionary 2.87%
3 Technology 2.37%
4 Energy 1.64%
5 Industrials 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.4K ﹤0.01%
+8
177
$2.24K ﹤0.01%
45
178
$1.94K ﹤0.01%
97
179
$1.87K ﹤0.01%
76
180
$1.81K ﹤0.01%
159
181
$1.75K ﹤0.01%
32
182
$1.57K ﹤0.01%
+20
183
$1.55K ﹤0.01%
60
184
$1.41K ﹤0.01%
+2
185
$1.22K ﹤0.01%
+26
186
$864 ﹤0.01%
+4
187
$740 ﹤0.01%
27
188
$691 ﹤0.01%
+6
189
$607 ﹤0.01%
6
-4,220
190
$566 ﹤0.01%
11
191
$380 ﹤0.01%
11
-745
192
$133 ﹤0.01%
7
+4
193
$29 ﹤0.01%
+2
194
– –
-2,436
195
– –
-100
196
– –
-2,900
197
– –
-1,866
198
– –
-23
199
– –
-180
200
– –
-100
5 6 7
8
9