LFA
Legend Financial Advisors Portfolio holdings
AUM
$151M
This Quarter Return
+11.32%
1 Year Return
+14.6%
3 Year Return
+62.32%
5 Year Return
+95.34%
10 Year Return
–
AUM
$124M
AUM Growth
+$124M
(+6.2%)
Cap. Flow
-$4.94M
Cap. Flow
% of AUM
-3.97%
Top 10 Holdings %
Top 10 Hldgs %
71.34%
Holding
207
New
19
Increased
35
Reduced
26
Closed
14
Top Buys
Top Sells
| 1 |
VRTV
VERITIV CORPORATION
VRTV
|
$1.41M |
| 2 |
CHS
Chicos FAS, Inc.
CHS
|
$755K |
| 3 |
Sanmina
SANM
|
$517K |
| 4 |
abrdn Physical Palladium Shares ETF
PALL
|
$427K |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
201
Sanmina
SANM
$6.24B
| – | – |
-9,530
| Closed | -$517K |
|
202
Tesla
TSLA
$1.06T
| – | – |
-15
| Closed | -$3.75K |
|
203
Vanguard Total Stock Market ETF
VTI
$522B
| – | – |
-657
| Closed | -$140K |
|
204
Vanguard Total International Stock ETF
VXUS
$101B
| – | – |
-1,505
| Closed | -$80.5K |
|
|
CHS
205
DELISTED
Chicos FAS, Inc.
CHS
| – | – |
-100,922
| Closed | -$755K |
|
|
VRTV
206
DELISTED
VERITIV CORPORATION
VRTV
| – | – |
-8,350
| Closed | -$1.41M |
|
|
BSCN
207
DELISTED
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
| – | – |
-3,254
| Closed | -$69.1K |
|