LFA

Legend Financial Advisors Portfolio holdings

AUM $165M
1-Year Est. Return 32.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
+$3.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$970K
2
+$763K
3
+$447K
4
AMZN icon
Amazon
AMZN
+$258K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$212K

Top Sells

1
+$692K
2
+$661K
3
+$581K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$511K
5
V icon
Visa
V
+$421K

Sector Composition

1 Technology 3.62%
2 Financials 3.35%
3 Consumer Discretionary 2.38%
4 Energy 0.79%
5 Industrials 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
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