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
$119M
AUM Growth
+$4.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$577K
2
+$527K
3
+$492K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$410K
5
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$224K

Top Sells

1
+$1.17M
2
+$450K
3
+$426K
4
DIS icon
Walt Disney
DIS
+$401K
5
AAPL icon
Apple
AAPL
+$301K

Sector Composition

1 Financials 2.28%
2 Technology 2.23%
3 Consumer Discretionary 1.6%
4 Energy 1.49%
5 Industrials 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.97K ﹤0.01%
59
-3,426
202
$2.92K ﹤0.01%
21
203
$2.86K ﹤0.01%
61
204
$2.57K ﹤0.01%
170
-399
205
$2.52K ﹤0.01%
11
206
$2.47K ﹤0.01%
50
207
$2.45K ﹤0.01%
45
208
$2.29K ﹤0.01%
33
209
$1.98K ﹤0.01%
5
210
$1.87K ﹤0.01%
14
-7
211
$1.79K ﹤0.01%
97
212
$1.69K ﹤0.01%
14
213
$1.68K ﹤0.01%
17
214
$1.58K ﹤0.01%
32
215
$1.53K ﹤0.01%
1,000
216
$1.44K ﹤0.01%
3
217
$1.39K ﹤0.01%
5
218
$1.36K ﹤0.01%
+52
219
$1.31K ﹤0.01%
12
220
$1.3K ﹤0.01%
11
221
$988 ﹤0.01%
4
222
$896 ﹤0.01%
4
223
$797 ﹤0.01%
5
224
$758 ﹤0.01%
13
225
$724 ﹤0.01%
27
6 7 8
9
10