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
$114M
AUM Growth
+$7.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1 +$8.53M
2 +$7.27M
3 +$3.66M
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$2.9M
5
CPA icon
Copa Holdings
CPA
+$558K

Top Sells

1 +$6.37M
2 +$5.79M
3 +$5.76M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$2.98M
5
SBNY
Signature Bank
SBNY
+$410K

Sector Composition

1 Financials 2.46%
2 Technology 1.76%
3 Consumer Discretionary 1.62%
4 Energy 1.47%
5 Industrials 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$4.97K ﹤0.01%
50
202
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236
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45
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38
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$3.57K ﹤0.01%
+200
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$3.23K ﹤0.01%
96
207
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83
208
$3.06K ﹤0.01%
21
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19
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$3.01K ﹤0.01%
15
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+21
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34
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11
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$1.96K ﹤0.01%
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$1.85K ﹤0.01%
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15
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$1.78K ﹤0.01%
5
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$1.71K ﹤0.01%
14
225
$1.7K ﹤0.01%
97