LFA
Legend Financial Advisors Portfolio holdings
AUM
$151M
This Quarter Return
+4.76%
1 Year Return
+14.6%
3 Year Return
+62.32%
5 Year Return
+95.34%
10 Year Return
–
AUM
$120M
AUM Growth
+$120M
(+0.64%)
Cap. Flow
-$3.98M
Cap. Flow
% of AUM
-3.32%
Top 10 Holdings %
Top 10 Hldgs %
69.56%
Holding
238
New
9
Increased
37
Reduced
37
Closed
31
Top Buys
| 1 |
Fiserv
FI
|
$1.01M |
| 2 |
Vanguard Mid-Cap ETF
VO
|
$728K |
| 3 |
Autoliv
ALV
|
$528K |
| 4 |
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
|
$357K |
| 5 |
SPDR S&P Metals & Mining ETF
XME
|
$341K |
Top Sells
| 1 |
abrdn Physical Palladium Shares ETF
PALL
|
$2.5M |
| 2 |
iShares Semiconductor ETF
SOXX
|
$1.53M |
| 3 |
Invesco QQQ Trust
QQQ
|
$809K |
| 4 |
iShares Gold Trust
IAU
|
$608K |
| 5 |
Vanguard Growth ETF
VUG
|
$373K |
Sector Composition
| 1 | Technology | 3.18% |
| 2 | Financials | 2.5% |
| 3 | Consumer Discretionary | 2.35% |
| 4 | Energy | 1.66% |
| 5 | Industrials | 1.02% |
