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
$141M
AUM Growth
+$2.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$482K
2
+$410K
3
+$409K
4
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$337K
5
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$264K

Top Sells

1
+$885K
2
+$796K
3
+$406K
4
LCR icon
Leuthold Core ETF
LCR
+$285K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$109K

Sector Composition

1 Technology 3.84%
2 Financials 3.81%
3 Consumer Discretionary 2.69%
4 Energy 1.45%
5 Industrials 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$6.67K ﹤0.01%
+123
177
$6.6K ﹤0.01%
+281
178
$6.55K ﹤0.01%
166
179
$6.49K ﹤0.01%
61
180
$6.41K ﹤0.01%
101
+40
181
$6.02K ﹤0.01%
+46
182
$5.97K ﹤0.01%
+2,089
183
$5.94K ﹤0.01%
+24
184
$5.94K ﹤0.01%
125
-25
185
$5.56K ﹤0.01%
147
+95
186
$5.51K ﹤0.01%
7
-1
187
$5.32K ﹤0.01%
200
188
$5.29K ﹤0.01%
+55
189
$5.2K ﹤0.01%
+131
190
$4.9K ﹤0.01%
+89
191
$4.8K ﹤0.01%
45
192
$4.74K ﹤0.01%
96
193
$4.68K ﹤0.01%
82
194
$4.62K ﹤0.01%
+42
195
$4.59K ﹤0.01%
+19
196
$4.43K ﹤0.01%
38
197
$4.21K ﹤0.01%
236
198
$4.12K ﹤0.01%
+97
199
$4.04K ﹤0.01%
83
200
$3.92K ﹤0.01%
+92
6 7
8
9 10