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
$124M
AUM Growth
+$7.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Sells

1 +$1.41M
2 +$755K
3 +$517K
4
PALL icon
abrdn Physical Palladium Shares ETF
PALL
+$427K
5
ALB icon
Albemarle
ALB
+$414K

Sector Composition

1 Financials 3.03%
2 Consumer Discretionary 2.87%
3 Technology 2.37%
4 Energy 1.64%
5 Industrials 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-9,530
202
-15
203
-657
204
-1,505
205
-100,922
206
-8,350
207
-3,254