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
$138M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$759K
2
+$757K
3
+$691K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$443K
5
COPX icon
Global X Copper Miners ETF NEW
COPX
+$359K

Top Sells

1
+$1.12M
2
+$286K
3
+$159K
4
EXPD icon
Expeditors International
EXPD
+$76.3K
5
AWK icon
American Water Works
AWK
+$61.1K

Sector Composition

1 Financials 3.48%
2 Technology 3.32%
3 Consumer Discretionary 2.69%
4 Energy 1.66%
5 Industrials 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.96K ﹤0.01%
32
177
$1.85K ﹤0.01%
97
178
$1.69K ﹤0.01%
16
+10
179
$1.39K ﹤0.01%
159
180
$1.02K ﹤0.01%
43
-85
181
$717 ﹤0.01%
25
-35
182
$610 ﹤0.01%
27
183
$431 ﹤0.01%
11
184
$159 ﹤0.01%
12
+5
185
$150 ﹤0.01%
8
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186
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197
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4 5 6 7
8