LFA
Legend Financial Advisors Portfolio holdings
AUM $151M
This Quarter Return
+0.43%
1 Year Return
+14.6%
3 Year Return
+62.32%
5 Year Return
+95.34%
10 Year Return
–
AUM
$136M
AUM Growth
-$5.6M (-4%)
Cap. Flow
-$4.68M
Cap. Flow % of AUM
-3.44%
Top 10 Holdings %Top 10 Hldgs %
68.35%
Holding
270
New
3
Increased
14
Reduced
15
Closed
233
Top Buys
| 1 | $4.66M | |
| 2 | $1.75M | |
| 3 | $966K | |
| 4 | $636K | |
| 5 | $458K |
Top Sells
| 1 | $4.83M | |
| 2 | $1.79M | |
| 3 | $1.34M | |
| 4 | $533K | |
| 5 | $438K |
Sector Composition
| 1 | Financials | 4.34% |
| 2 | Technology | 3.43% |
| 3 | Consumer Discretionary | 2.1% |
| 4 | Industrials | 0.68% |
| 5 | Materials | 0.64% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| – | – | -40 | Closed | -$13.7K | |||
| – | – | -2 | Closed | -$152 | |||
| – | – | -1,000 | Closed | -$52.3K | |||
| – | – | -98 | Closed | -$13.7K | |||
| – | – | -490 | Closed | -$48.8K | |||
| – | – | -87 | Closed | -$10.9K | |||
| – | – | -138 | Closed | -$58.2K | |||
| – | – | -1,199 | Closed | -$4.57K | |||
| – | – | -175 | Closed | -$5.3K | |||
| – | – | -34 | Closed | -$1.94K | |||
| – | – | -82 | Closed | -$6.21K | |||
| – | – | -7 | Closed | -$7.42K | |||
| – | – | -250 | Closed | -$33.6K | |||
| – | – | -41 | Closed | -$8.52K | |||
| – | – | -25 | Closed | -$373 | |||
| – | – | -22 | Closed | -$5.97K | |||
| – | – | -500 | Closed | -$26.1K | |||
| – | – | -68 | Closed | -$79 | |||
| – | – | -157 | Closed | -$26.2K | |||
| – | – | -20 | Closed | -$404 | |||
| – | – | -19 | Closed | -$1.59K | |||
| – | – | -283 | Closed | -$10.4K | |||
| – | – | -3 | Closed | -$60 | |||
| – | – | -17 | Closed | -$337 | |||
| – | – | -711 | Closed | -$108K |
