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
$106M
AUM Growth
+$9.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$7.27M
2
+$1.44M
3
+$1.24M
4
NMIH icon
NMI Holdings
NMIH
+$513K
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$502K

Top Sells

1
+$900K
2
+$510K
3
+$446K
4
IAU icon
iShares Gold Trust
IAU
+$325K
5
PALL icon
abrdn Physical Palladium Shares ETF
PALL
+$294K

Sector Composition

1 Financials 2.62%
2 Technology 2.23%
3 Consumer Discretionary 1.24%
4 Industrials 0.91%
5 Communication Services 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.7K ﹤0.01%
+83
202
$2.58K ﹤0.01%
+11
203
$2.54K ﹤0.01%
+61
204
$2.35K ﹤0.01%
+33
205
$2.19K ﹤0.01%
+50
206
$2.17K ﹤0.01%
+34
207
$2.1K ﹤0.01%
+22
208
$1.71K ﹤0.01%
+45
209
$1.66K ﹤0.01%
+32
210
$1.64K ﹤0.01%
+97
211
$1.62K ﹤0.01%
+14
212
$1.57K ﹤0.01%
+27
213
$1.49K ﹤0.01%
+245
214
$1.35K ﹤0.01%
+5
215
$1.33K ﹤0.01%
+5
216
$1.25K ﹤0.01%
+3
217
$1.24K ﹤0.01%
+1,000
218
$1.19K ﹤0.01%
+17
219
$1.11K ﹤0.01%
+12
220
$938 ﹤0.01%
+11
221
$838 ﹤0.01%
+4
222
$805 ﹤0.01%
+4
223
$803 ﹤0.01%
+76
224
$801 ﹤0.01%
+94
225
$671 ﹤0.01%
+5
6 7 8
9
10