LFA

Legend Financial Advisors Portfolio holdings

AUM $155M
1-Year Est. Return 36.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
+$3.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$970K
2
+$763K
3
+$447K
4
AMZN icon
Amazon
AMZN
+$258K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$212K

Top Sells

1
+$692K
2
+$661K
3
+$581K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$511K
5
V icon
Visa
V
+$421K

Sector Composition

1 Technology 3.62%
2 Financials 3.35%
3 Consumer Discretionary 2.38%
4 Energy 0.79%
5 Industrials 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-43
177
– –
-3,092
178
– –
-53
179
– –
-46
180
– –
-2
181
– –
-2,089
182
– –
-417
183
– –
-65
184
– –
-32
185
– –
-133
186
– –
-166
187
– –
-92
188
– –
-110
189
– –
-24
190
– –
-2
191
– –
-37
192
– –
-55
193
– –
-100
194
– –
-173
195
– –
-105
196
– –
-72
197
– –
-116
198
– –
-52
199
– –
-15
200
– –
-403
6 7
8
9 10