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
$142M
AUM Growth
-$3.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$700K
2
+$492K
3
+$208K
4
COPX icon
Global X Copper Miners ETF NEW
COPX
+$174K
5
LCR icon
Leuthold Core ETF
LCR
+$96.9K

Top Sells

1
+$476K
2
+$434K
3
+$393K
4
RSPD icon
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
+$232K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$132K

Sector Composition

1 Financials 3.93%
2 Technology 3.62%
3 Consumer Discretionary 2.64%
4 Industrials 0.84%
5 Materials 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.57K ﹤0.01%
+40
177
$3.56K ﹤0.01%
+105
178
$3.5K ﹤0.01%
45
179
$3.39K ﹤0.01%
63
180
$3.26K ﹤0.01%
99
181
$3.17K ﹤0.01%
11
182
$3.1K ﹤0.01%
236
183
$3.08K ﹤0.01%
+72
184
$3.02K ﹤0.01%
+125
185
$2.97K ﹤0.01%
59
186
$2.8K ﹤0.01%
+141
187
$2.78K ﹤0.01%
+64
188
$2.66K ﹤0.01%
+34
189
$2.61K ﹤0.01%
+99
190
$2.23K ﹤0.01%
20
191
$2.17K ﹤0.01%
45
192
$2.16K ﹤0.01%
+26
193
$2.15K ﹤0.01%
+181
194
$2.11K ﹤0.01%
97
195
$2.05K ﹤0.01%
+35
196
$2K ﹤0.01%
+24
197
$1.94K ﹤0.01%
+34
198
$1.85K ﹤0.01%
+235
199
$1.83K ﹤0.01%
10
200
$1.8K ﹤0.01%
+78
6 7
8
9 10